WCM
JTD

Windsor Capital Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-300
Closed -$4K – 475
2015
Q3 		$4K Buy
+300
New +$4.49K ﹤0.01% 445

Other funds holding JTD

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SFS
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AAM
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Windsor Capital Management's JTD Position: Q4 2015 in Review

Windsor Capital Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2015, closing a stake of 300 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in JTD in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 40 funds tracked by Wall St. Rank hold JTD as of Q4 2015.

  • Windsor Capital Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $4K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.