Wolverine Asset Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Wolverine Asset 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
2021 Q2	–	Sell	-121,238	Closed	-$1.83M	–	2572
2021 Q1	$1.83M	Sell	121,238 -58,317	-32%	-$843K	0.02%	458
2020 Q4	$2.55M	Buy	179,555 +10,719	+6%	+$143K	0.02%	379
2020 Q3	$2.21M	Buy	168,836 +50,073	+42%	+$660K	0.02%	386
2020 Q2	$1.52M	Buy	118,763 +19,732	+20%	+$248K	0.02%	447
2020 Q1	$1.11M	Buy	+99,031	New	+$1.56M	0.02%	479
2017 Q2	–	Sell	-4,636	Closed	-$69K	–	1491
2017 Q1	$69K	Buy	+4,636	New	+$67.5K	﹤0.01%	990
2016 Q3	–	Sell	-381	Closed	-$5K	–	1391
2016 Q2	$5K	Sell	381 -141,905	-100%	-$2M	﹤0.01%	1163
2016 Q1	$1.95M	Buy	142,286 +97,805	+220%	+$1.28M	0.06%	286
2015 Q4	$618K	Sell	44,481 -8,195	-16%	-$117K	0.01%	596
2015 Q3	$711K	Buy	+52,676	New	+$789K	0.02%	598
2014 Q2	–	Sell	-141,712	Closed	-$2.17M	–	2613
2014 Q1	$2.17M	Sell	141,712 -1,401	-1%	-$21.3K	0.05%	269
2013 Q4	$2.24M	Buy	143,113 +37,687	+36%	+$565K	0.04%	306
2013 Q3	$1.54M	Buy	105,426 +77,156	+273%	+$1.16M	0.03%	404
2013 Q2	$420K	Buy	+28,270	New	+$436K	0.01%	814

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

Wolverine Asset Management's JTD Position: Q2 2021 in Review

Wolverine Asset Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2021, closing a stake of 121,238 shares — an estimated $1.83M sold.

Wolverine Asset Management first reported a position in JTD in Q2 2013 and held it in 14 quarters. The position peaked at $2.55M in Q4 2020. 48 funds tracked by Wall St. Rank hold JTD as of Q2 2021.

Wolverine Asset Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2021 after selling out during the quarter.
Wolverine Asset Management sold 121,238 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2021, an estimated $1.83M.
Wolverine Asset Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 14 quarters.
Wolverine Asset Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $2.55M in Q4 2020.
48 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2021.

Based on Wolverine Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.