Avondale Wealth Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Avondale Wealth Management’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	-3,579	Closed	-$25K	–	101
2020 Q1	$25K	Hold	3,579	–	–	0.04%	61
2019 Q4	$43K	Hold	3,579	–	–	0.06%	46
2019 Q3	$40K	Hold	3,579	–	–	0.07%	47
2019 Q2	$41K	Hold	3,579	–	–	0.03%	51
2019 Q1	$41K	Hold	3,579	–	–	0.03%	53
2018 Q4	$36K	Hold	3,579	–	–	0.03%	53
2018 Q3	$48K	Hold	3,579	–	–	0.05%	38
2018 Q2	$46K	Hold	3,579	–	–	0.04%	38
2018 Q1	$46K	Hold	3,579	–	–	0.04%	39
2017 Q4	$50K	Buy	+3,579	New	+$48.5K	0.04%	40

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 $10.4B AUM 4.78% 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 $1.38B AUM 42.43% 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 $38.8B AUM 21.88% 1-Year Est. Return

Avondale Wealth Management's JTA Position: Q2 2020 in Review

Avondale Wealth Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q2 2020, closing a stake of 3,579 shares — an estimated $25K sold.

Avondale Wealth Management first reported a position in JTA in Q4 2017 and held it in 10 quarters. The position peaked at $50K in Q4 2017. 29 funds tracked by Wall St. Rank hold JTA as of Q2 2020.

Avondale Wealth Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q2 2020 after selling out during the quarter.
Avondale Wealth Management sold 3,579 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q2 2020, an estimated $25K.
Avondale Wealth Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2017 and held it in 10 quarters.
Avondale Wealth Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $50K in Q4 2017.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q2 2020.

Based on Avondale Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.