TC
JTD

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

Trust Company’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
Q4 		– Sell
-1,500
Closed -$25K – 331
2019
Q3 		$25K Buy
+1,500
New +$24.9K 0.02% 188
2017
Q1 		– Sell
-920
Closed -$13K – 374
2016
Q4 		$13K Buy
+920
New +$13K 0.01% 280

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company's JTD Position: Q4 2019 in Review

Trust Company sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2019, closing a stake of 1,500 shares — an estimated $25K sold.

Trust Company first reported a position in JTD in Q4 2016 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 37 funds tracked by Wall St. Rank hold JTD as of Q4 2019.

  • Trust Company reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2019 after selling out during the quarter.
  • Trust Company sold 1,500 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2019, an estimated $25K.
  • Trust Company first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2016 and held it in 2 quarters.
  • Trust Company's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $25K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2019.

Based on Trust Company's 13F filing for Q4 2019, filed 7 Jan 2020.