SWP
JTD

Stratos Wealth Partners’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-4,230
Closed -$75K – 2771
2018
Q3 		$75K Buy
+4,230
New +$73.2K ﹤0.01% 1269
2018
Q2 		– Sell
-4,230
Closed -$69K – 2856
2018
Q1 		$69K Hold
4,230
– – ﹤0.01% 1406
2017
Q4 		$74K Buy
+4,230
New +$71.8K ﹤0.01% 1330

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Stratos Wealth Partners's JTD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2018, closing a stake of 4,230 shares — an estimated $75K sold.

Stratos Wealth Partners first reported a position in JTD in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q3 2018. 43 funds tracked by Wall St. Rank hold JTD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,230 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2018, an estimated $75K.
  • Stratos Wealth Partners first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $75K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.