NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
36 hedge funds and large institutions have $31.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
0% less capital invested
Capital invested by funds: $31.3M → $31.2M (-$65.3K)
14% less funds holding
Funds holding: 42 → 36 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$274K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$195K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$179K |
| 4 |
Morgan Stanley
New York
|
+$157K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.02M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$553K |
| 3 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$250K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$209K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$202K |
JTD Hedge Fund Activity: Q3 2018 in Review
36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2018, worth a combined $31.2M — down 0.21% from $31.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JTD and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Stifel Financial, adding an estimated $274K. The largest seller was Shaker Financial Services, cutting an estimated $2.02M.
- 36 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2018, down from 42 in Q2 2018.
- Funds reported $31.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2018, down 0.21% quarter-over-quarter.
- 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2018 and 8 closed out, a net change of -5 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2018 was Stifel Financial, an estimated $274K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2018 was Shaker Financial Services, an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2018.