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

Stifel Financial’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 Q3	–	Sell	-12,771	Closed	-$163K	–	3012
2020 Q2	$163K	Hold	12,771	–	–	﹤0.01%	2634
2020 Q1	$143K	Sell	12,771 -124	-1%	-$1.95K	﹤0.01%	2519
2019 Q4	$223K	Sell	12,895 -253	-2%	-$4.32K	﹤0.01%	2705
2019 Q3	$221K	Buy	13,148 +329	+3%	+$5.45K	﹤0.01%	2605
2019 Q2	$213K	Sell	12,819 -746	-5%	-$12.1K	﹤0.01%	2681
2019 Q1	$217K	Sell	13,565 -13,029	-49%	-$199K	﹤0.01%	2550
2018 Q4	$356K	Sell	26,594 -18,769	-41%	-$291K	﹤0.01%	2135
2018 Q3	$805K	Buy	45,363 +15,819	+54%	+$274K	﹤0.01%	1817
2018 Q2	$486K	Buy	29,544 +19,421	+192%	+$326K	﹤0.01%	2045
2018 Q1	$165K	Buy	+10,123	New	+$176K	﹤0.01%	2513

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Stifel Financial's JTD Position: Q3 2020 in Review

Stifel Financial sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2020, closing a stake of 12,771 shares — an estimated $163K sold.

Stifel Financial first reported a position in JTD in Q1 2018 and held it in 10 quarters. The position peaked at $805K in Q3 2018. 43 funds tracked by Wall St. Rank hold JTD as of Q3 2020.

Stifel Financial reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2020 after selling out during the quarter.
Stifel Financial sold 12,771 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2020, an estimated $163K.
Stifel Financial first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2018 and held it in 10 quarters.
Stifel Financial's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $805K in Q3 2018.
43 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2020.

Based on Stifel Financial's 13F filing for Q3 2020, filed 16 Nov 2020.