SeaCrest Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

SeaCrest Wealth 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
2020 Q4	–	Sell	-13,032	Closed	-$170K	–	661
2020 Q3	$170K	Buy	13,032 +537	+4%	+$7.08K	0.03%	534
2020 Q2	$160K	Hold	12,495	–	–	0.03%	510
2020 Q1	$141K	Buy	+12,495	New	+$196K	0.03%	464
2019 Q2	–	Sell	-6,328	Closed	-$102K	–	2054
2019 Q1	$102K	Buy	6,328 +2,475	+64%	+$37.9K	0.02%	686
2018 Q4	$52K	Hold	3,853	–	–	0.01%	886
2018 Q3	$68K	Hold	3,853	–	–	0.01%	891
2018 Q2	$64K	Buy	+3,853	New	+$64.7K	0.01%	888

Other funds holding JTD

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SeaCrest Wealth Management's JTD Position: Q4 2020 in Review

SeaCrest Wealth Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2020, closing a stake of 13,032 shares — an estimated $170K sold.

SeaCrest Wealth Management first reported a position in JTD in Q2 2018 and held it in 7 quarters. The position peaked at $170K in Q3 2020. 47 funds tracked by Wall St. Rank hold JTD as of Q4 2020.

SeaCrest Wealth Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2020 after selling out during the quarter.
SeaCrest Wealth Management sold 13,032 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2020, an estimated $170K.
SeaCrest Wealth Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2018 and held it in 7 quarters.
SeaCrest Wealth Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $170K in Q3 2020.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2020.

Based on SeaCrest Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.