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

Wealthcare Advisory 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
2021 Q2	–	Sell	-2,300	Closed	-$35K	–	2083
2021 Q1	$35K	Buy	+2,300	New	+$33.2K	﹤0.01%	1008
2020 Q2	–	Sell	-3,000	Closed	-$34K	–	1494
2020 Q1	$34K	Buy	+3,000	New	+$47.2K	0.01%	596

Other funds holding JTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's JTD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2021, closing a stake of 2,300 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in JTD in Q1 2020 and held it in 2 quarters. The position peaked at $35K in Q1 2021. 48 funds tracked by Wall St. Rank hold JTD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,300 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2021, an estimated $35K.
Wealthcare Advisory Partners first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $35K in Q1 2021.
48 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.