SG Americas Securities
JTD

SG Americas Securities’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

SG Americas Securities’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
2016
Q1 		– Sell
-26,579
Closed -$370K – 3333
2015
Q4 		$370K Buy
+26,579
New +$379K ﹤0.01% 1793
2014
Q1 		– Sell
-22,540
Closed -$353K – 2865
2013
Q4 		$353K Buy
+22,540
New +$338K ﹤0.01% 1740

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities's JTD Position: Q1 2016 in Review

SG Americas Securities sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2016, closing a stake of 26,579 shares — an estimated $370K sold.

SG Americas Securities first reported a position in JTD in Q4 2013 and held it in 2 quarters. The position peaked at $370K in Q4 2015. 41 funds tracked by Wall St. Rank hold JTD as of Q1 2016.

  • SG Americas Securities reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2016 after selling out during the quarter.
  • SG Americas Securities sold 26,579 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2016, an estimated $370K.
  • SG Americas Securities first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2013 and held it in 2 quarters.
  • SG Americas Securities's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $370K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2016.

Based on SG Americas Securities's 13F filing for Q1 2016, filed 12 May 2016.