QC
JTD

Quantedge Capital’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Quantedge Capital’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,600
Closed -$202K – 205
2021
Q2 		$202K Sell
12,600
-13,200
-51% -$208K 0.1% 181
2021
Q1 		$390K Sell
25,800
-100
-0.4% -$1.45K 0.31% 55
2020
Q4 		$368K Buy
+25,900
New +$345K 0.22% 82

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Quantedge Capital's JTD Position: Q3 2021 in Review

Quantedge Capital sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021, closing a stake of 12,600 shares — an estimated $202K sold.

Quantedge Capital first reported a position in JTD in Q4 2020 and held it in 3 quarters. The position peaked at $390K in Q1 2021. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

  • Quantedge Capital reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2021 after selling out during the quarter.
  • Quantedge Capital sold 12,600 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2021, an estimated $202K.
  • Quantedge Capital first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2020 and held it in 3 quarters.
  • Quantedge Capital's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $390K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Quantedge Capital's 13F filing for Q3 2021, filed 15 Nov 2021.