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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

JTD was delisted on the 19th of November, 2021.

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42 hedge funds and large institutions have $34.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $32.1M → $34.5M (+$2.36M)

2% more funds holding

Funds holding: 41 → 42 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
17
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.48M
2
GC
Guggenheim Capital
Illinois
+$625K
3
SPC
Sigma Planning Corp
Michigan
+$254K
4
RJA
Raymond James & Associates
Florida
+$228K
5
Wells Fargo
Wells Fargo
California
+$107K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$479K
2
IC
Inscription Capital
Texas
-$324K
3
CRC
Curi RMB Capital
Illinois
-$315K
4
UBS Group
UBS Group
Switzerland
-$282K
5
Morgan Stanley
Morgan Stanley
New York
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$227K +$47.5K +2,939 +27%
AG
27
Advisor Group
Arizona
$222K +$44.6K +2,756 +26%
Stifel Financial
28
Stifel Financial
Missouri
$213K -$12.1K -746 -5%
SP
29
SWS Partners
Ohio
$206K +$198K +12,268 New
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$191K +$21K +1,300 +13%
PA
31
Parallel Advisors
California
$166K – – –
Citigroup
32
Citigroup
New York
$165K +$1.62K +100 +1%
TFS
33
TrustCore Financial Services
Tennessee
$149K +$48.1K +2,975 +50%
CFB
34
Cullen/Frost Bankers
Texas
$131K – – –
GWM
35
Geneos Wealth Management
Colorado
$91K – – –
PB
36
Pinnacle Bancorp
Nebraska
$32K – – –
BWA
37
Burt Wealth Advisors
Maryland
$20K – – –
FIA
38
FNY Investment Advisers
New York
$10K +$1.29K +80 +14%
APA
39
American Portfolios Advisors
New York
$9.14K – – –
QCIG
40
Quad-Cities Investment Group
Iowa
$8K +$809 +50 +11%
JP Morgan Chase
41
JP Morgan Chase
New York
$5K +$4.42K +273 New
US Bancorp
42
US Bancorp
Minnesota
$4K – – –
SWM
43
SeaCrest Wealth Management
New York
– -$102K -6,328 Closed
PGA
44
Premia Global Advisors
Florida
– -$39K -2,444 Closed
1
2

JTD Hedge Fund Activity: Q2 2019 in Review

42 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2019, worth a combined $34.5M — up 7.3% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JTD positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.48M. The largest seller was Invesco, cutting an estimated $479K.

  • 42 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2019, up from 41 in Q1 2019.
  • Funds reported $34.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2019 and 2 closed out, a net change of +1 holder.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2019 was Shaker Financial Services, an estimated $1.48M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2019 was Invesco, an estimated $479K sold.

Based on aggregated 13F filings for Q2 2019.