Ameritas Investment Company’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Ameritas Investment Company’s Portfolio JTA Stock Details JTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,614	Closed	-$11K	–	1849
2020 Q1	$11K	Buy	+1,614	New	+$16.9K	﹤0.01%	1182
2019 Q4	–	Sell	-1,614	Closed	-$19K	–	1716
2019 Q3	$19K	Buy	+1,614	New	+$18.2K	﹤0.01%	948
2019 Q2	–	Sell	-3,475	Closed	-$40K	–	990
2019 Q1	$40K	Buy	+3,475	New	+$39.4K	0.01%	465

Other funds holding JTA

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameritas Investment Company's JTA Position: Q2 2020 in Review

Ameritas Investment Company sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q2 2020, closing a stake of 1,614 shares — an estimated $11K sold.

Ameritas Investment Company first reported a position in JTA in Q1 2019 and held it in 3 quarters. The position peaked at $40K in Q1 2019. 29 funds tracked by Wall St. Rank hold JTA as of Q2 2020.

Ameritas Investment Company reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,614 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q2 2020, an estimated $11K.
Ameritas Investment Company first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2019 and held it in 3 quarters.
Ameritas Investment Company's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $40K in Q1 2019.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.