Raymond James Financial Services Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31,544
| Closed | -$500K | – | 3503 |
|
|
2021
Q3 | $500K | Sell |
31,544
-1,457
| -4% | -$23.7K | ﹤0.01% | 2366 |
|
|
2021
Q2 | $530K | Sell |
33,001
-3,297
| -9% | -$52.1K | ﹤0.01% | 2335 |
|
|
2021
Q1 | $548K | Sell |
36,298
-445
| -1% | -$6.43K | ﹤0.01% | 2233 |
|
|
2020
Q4 | $522K | Buy |
36,743
+5,392
| +17% | +$71.7K | ﹤0.01% | 2119 |
|
|
2020
Q3 | $410K | Sell |
31,351
-1,442
| -4% | -$19K | ﹤0.01% | 2102 |
|
|
2020
Q2 | $419K | Buy |
+32,793
| New | +$412K | ﹤0.01% | 2024 |
|
|
2020
Q1 | – | Sell |
-32,344
| Closed | -$560K | – | 2927 |
|
|
2019
Q4 | $560K | Buy |
32,344
+561
| +2% | +$9.58K | ﹤0.01% | 1902 |
|
|
2019
Q3 | $532K | Buy |
31,783
+2,676
| +9% | +$44.4K | ﹤0.01% | 1866 |
|
|
2019
Q2 | $484K | Sell |
29,107
-3,533
| -11% | -$57.2K | ﹤0.01% | 1954 |
|
|
2019
Q1 | $524K | Sell |
32,640
-5,396
| -14% | -$82.6K | ﹤0.01% | 1874 |
|
|
2018
Q4 | $510K | Buy |
38,036
+5,397
| +17% | +$83.6K | ﹤0.01% | 1656 |
|
|
2018
Q3 | $579K | Sell |
32,639
-1,542
| -5% | -$26.7K | ﹤0.01% | 1808 |
|
|
2018
Q2 | $564K | Sell |
34,181
-3,397
| -9% | -$57K | ﹤0.01% | 1793 |
|
|
2018
Q1 | $615K | Buy |
37,578
+12,288
| +49% | +$214K | ﹤0.01% | 1597 |
|
|
2017
Q4 | $445K | Buy |
25,290
+3,701
| +17% | +$62.8K | ﹤0.01% | 1774 |
|
|
2017
Q3 | $364K | Sell |
21,589
-255
| -1% | -$4.16K | ﹤0.01% | 1916 |
|
|
2017
Q2 | $351K | Buy |
21,844
+2,407
| +12% | +$37.7K | ﹤0.01% | 1895 |
|
|
2017
Q1 | $290K | Buy |
19,437
+2,437
| +14% | +$35.5K | ﹤0.01% | 1917 |
|
|
2016
Q4 | $237K | Sell |
17,000
-3,826
| -18% | -$54.1K | ﹤0.01% | 1955 |
|
|
2016
Q3 | $309K | Buy |
+20,826
| New | +$310K | ﹤0.01% | 1762 |
|
Raymond James Financial Services Advisors's JTD Position: Q4 2021 in Review
Raymond James Financial Services Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 31,544 shares — an estimated $500K sold.
Raymond James Financial Services Advisors first reported a position in JTD in Q3 2016 and held it in 20 quarters. The position peaked at $615K in Q1 2018. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.
- Raymond James Financial Services Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
- Raymond James Financial Services Advisors sold 31,544 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $500K.
- Raymond James Financial Services Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2016 and held it in 20 quarters.
- Raymond James Financial Services Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $615K in Q1 2018.
- 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.
Based on Raymond James Financial Services Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.