Barclays’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Barclays’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
2014 Q4	–	Sell	-2,500	Closed	-$33K	–	8026
2014 Q3	$33K	Hold	2,500	–	–	﹤0.01%	6189
2014 Q2	$38K	Hold	2,500	–	–	﹤0.01%	6141
2014 Q1	$33K	Hold	2,500	–	–	﹤0.01%	6315
2013 Q4	$35K	Hold	2,500	–	–	﹤0.01%	6427
2013 Q3	$30K	Hold	2,500	–	–	﹤0.01%	6350
2013 Q2	$31K	Buy	+2,500	New	+$30.6K	﹤0.01%	6617

Other funds holding JTA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

RJA

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Barclays's JTA Position: Q4 2014 in Review

Barclays sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2014, closing a stake of 2,500 shares — an estimated $33K sold.

Barclays first reported a position in JTA in Q2 2013 and held it in 6 quarters. The position peaked at $38K in Q2 2014. 28 funds tracked by Wall St. Rank hold JTA as of Q4 2014.

Barclays reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2014 after selling out during the quarter.
Barclays sold 2,500 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2014, an estimated $33K.
Barclays first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2013 and held it in 6 quarters.
Barclays's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $38K in Q2 2014.
28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2014.

Based on Barclays's 13F filing for Q4 2014, filed 13 Feb 2015.