S
JTD

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

SignatureFD’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
Q2 		– Sell
-2,500
Closed -$38K – 3131
2021
Q1 		$38K Hold
2,500
– – ﹤0.01% 1305
2020
Q4 		$36K Buy
+2,500
New +$33.3K ﹤0.01% 1234

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SignatureFD's JTD Position: Q2 2021 in Review

SignatureFD sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2021, closing a stake of 2,500 shares — an estimated $38K sold.

SignatureFD first reported a position in JTD in Q4 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 48 funds tracked by Wall St. Rank hold JTD as of Q2 2021.

  • SignatureFD reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2021 after selling out during the quarter.
  • SignatureFD sold 2,500 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2021, an estimated $38K.
  • SignatureFD first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2020 and held it in 2 quarters.
  • SignatureFD's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $38K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2021.

Based on SignatureFD's 13F filing for Q2 2021, filed 26 Jul 2021.