Benjamin F. Edwards & Company’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-85,005
Closed -$944K 1813
2021
Q3
$944K Buy
+85,005
New +$974K 0.05% 350

Benjamin F. Edwards & Company's JTA Position: Q4 2021 in Review

Benjamin F. Edwards & Company sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2021, closing a stake of 85,005 shares — an estimated $944K sold.

Benjamin F. Edwards & Company first reported a position in JTA in Q3 2021 and held it in 1 quarter. The position peaked at $944K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTA as of Q4 2021.

  • Benjamin F. Edwards & Company reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 85,005 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2021, an estimated $944K.
  • Benjamin F. Edwards & Company first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2021 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $944K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2021, filed 7 Feb 2022.