Rockefeller Capital Management
JTD

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

Rockefeller Capital Management’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
Q4 		– Sell
-1,167
Closed -$18K – 4121
2021
Q3 		$18K Buy
1,167
+21
+2% +$341 ﹤0.01% 2641
2021
Q2 		$18K Hold
1,146
– – ﹤0.01% 2540
2021
Q1 		$17K Buy
+1,146
New +$16.6K ﹤0.01% 2365
2020
Q3 		– Sell
-3,000
Closed -$38K – 2897
2020
Q2 		$38K Hold
3,000
– – ﹤0.01% 1487
2020
Q1 		$34K Buy
+3,000
New +$47.2K ﹤0.01% 1358

Rockefeller Capital Management's JTD Position: Q4 2021 in Review

Rockefeller Capital Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 1,167 shares — an estimated $18K sold.

Rockefeller Capital Management first reported a position in JTD in Q1 2020 and held it in 5 quarters. The position peaked at $38K in Q2 2020. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Rockefeller Capital Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,167 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $18K.
  • Rockefeller Capital Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2020 and held it in 5 quarters.
  • Rockefeller Capital Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $38K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Rockefeller Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.