VFPI
JTD

Vantage Financial Partners (Illinois)’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Vantage Financial Partners (Illinois)’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
2017
Q1 		– Sell
-10,000
Closed -$140K – 72
2016
Q4 		$140K Buy
+10,000
New +$141K 0.13% 51

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JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
GC
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LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
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Vantage Financial Partners (Illinois)'s JTD Position: Q1 2017 in Review

Vantage Financial Partners (Illinois) sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2017, closing a stake of 10,000 shares — an estimated $140K sold.

Vantage Financial Partners (Illinois) first reported a position in JTD in Q4 2016 and held it in 1 quarter. The position peaked at $140K in Q4 2016. 41 funds tracked by Wall St. Rank hold JTD as of Q1 2017.

  • Vantage Financial Partners (Illinois) reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2017 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 10,000 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2017, an estimated $140K.
  • Vantage Financial Partners (Illinois) first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2016 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $140K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2017.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2017, filed 12 May 2017.