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

SWS 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
2019 Q3	–	Sell	-12,268	Closed	-$206K	–	121
2019 Q2	$206K	Buy	+12,268	New	+$198K	0.13%	115
2018 Q4	$164K	Hold	12,268	–	–	0.12%	98
2018 Q3	$218K	Hold	12,268	–	–	0.14%	96
2018 Q2	$202K	Hold	12,268	–	–	0.14%	96
2018 Q1	$199K	Hold	12,268	–	–	0.15%	69
2017 Q4	$216K	Buy	+12,268	New	+$208K	0.16%	65

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CRC

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWS Partners's JTD Position: Q3 2019 in Review

SWS Partners sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2019, closing a stake of 12,268 shares — an estimated $206K sold.

SWS Partners first reported a position in JTD in Q4 2017 and held it in 6 quarters. The position peaked at $218K in Q3 2018. 42 funds tracked by Wall St. Rank hold JTD as of Q3 2019.

SWS Partners reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2019 after selling out during the quarter.
SWS Partners sold 12,268 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2019, an estimated $206K.
SWS Partners first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2017 and held it in 6 quarters.
SWS Partners's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $218K in Q3 2018.
42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2019.

Based on SWS Partners's 13F filing for Q3 2019, filed 15 Nov 2019.