WFG Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-445	Closed	-$7K	–	2135
2014 Q4	$7K	Buy	445 +245	+123%	+$3.82K	﹤0.01%	1584
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	1820
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	1787
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	1769
2013 Q4	$3K	Hold	200	–	–	﹤0.01%	1912
2013 Q3	$3K	Buy	+200	New	+$3K	﹤0.01%	1882

Other funds holding JTD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WFG Advisors's JTD Position: Q1 2015 in Review

WFG Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2015, closing a stake of 445 shares — an estimated $7K sold.

WFG Advisors first reported a position in JTD in Q3 2013 and held it in 6 quarters. The position peaked at $7K in Q4 2014. 30 funds tracked by Wall St. Rank hold JTD as of Q1 2015.

WFG Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 445 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2015, an estimated $7K.
WFG Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2013 and held it in 6 quarters.
WFG Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $7K in Q4 2014.
30 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.