SIA
JTD

Sit Investment Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Sit Investment Associates’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
Q3 		– Sell
-52,688
Closed -$847K – 542
2021
Q2 		$847K Buy
+52,688
New +$832K 0.02% 375

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TJHA
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Osaic Holdings
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First Trust Advisors
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sit Investment Associates's JTD Position: Q3 2021 in Review

Sit Investment Associates sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021, closing a stake of 52,688 shares — an estimated $847K sold.

Sit Investment Associates first reported a position in JTD in Q2 2021 and held it in 1 quarter. The position peaked at $847K in Q2 2021. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

  • Sit Investment Associates reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2021 after selling out during the quarter.
  • Sit Investment Associates sold 52,688 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2021, an estimated $847K.
  • Sit Investment Associates first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2021 and held it in 1 quarter.
  • Sit Investment Associates's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $847K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Sit Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.