Cambridge Investment Research Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Cambridge Investment Research Advisors’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 Q4	–	Sell	-31,520	Closed	-$252K	–	2820
2020 Q3	$252K	Sell	31,520 -89	-0.3%	-$739	﹤0.01%	2069
2020 Q2	$255K	Sell	31,609 -195	-0.6%	-$1.54K	﹤0.01%	2015
2020 Q1	$224K	Sell	31,804 -1,898	-6%	-$19.8K	﹤0.01%	1862
2019 Q4	$407K	Buy	33,702 +1,196	+4%	+$13.8K	﹤0.01%	1715
2019 Q3	$367K	Sell	32,506 -1,361	-4%	-$15.3K	﹤0.01%	1701
2019 Q2	$387K	Buy	33,867 +2,017	+6%	+$23.5K	﹤0.01%	1597
2019 Q1	$366K	Buy	31,850 +680	+2%	+$7.71K	﹤0.01%	1684
2018 Q4	$316K	Sell	31,170 -950	-3%	-$11.1K	﹤0.01%	1632
2018 Q3	$435K	Sell	32,120 -185	-0.6%	-$2.49K	﹤0.01%	1533
2018 Q2	$416K	Buy	32,305 +102	+0.3%	+$1.35K	﹤0.01%	1507
2018 Q1	$419K	Buy	32,203 +2	+0%	+$28	﹤0.01%	1447
2017 Q4	$449K	Buy	32,201 +1	+0%	+$14	0.01%	1377
2017 Q3	$442K	Buy	32,200 +80	+0.2%	+$1.05K	0.01%	1312
2017 Q2	$414K	Sell	32,120 -5,000	-13%	-$62.8K	0.01%	1306
2017 Q1	$454K	Buy	37,120 +2,000	+6%	+$23.9K	0.01%	1122
2016 Q4	$398K	Buy	35,120 +1,000	+3%	+$11.4K	0.01%	1128
2016 Q3	$410K	Hold	34,120	–	–	0.01%	1140
2016 Q2	$385K	Sell	34,120 -346	-1%	-$3.92K	0.01%	1066
2016 Q1	$389K	Hold	34,466	–	–	0.01%	1039
2015 Q4	$402K	Hold	34,466	–	–	0.01%	973
2015 Q3	$388K	Sell	34,466 -38,861	-53%	-$486K	0.01%	899
2015 Q2	$954K	Hold	73,327	–	–	0.03%	522
2015 Q1	$993K	Hold	73,327	–	–	0.03%	508
2014 Q4	$975K	Buy	73,327 +950	+1%	+$12.7K	0.03%	488
2014 Q3	$1M	Hold	72,377	–	–	0.03%	525
2014 Q2	$1.09M	Hold	72,377	–	–	0.04%	435
2014 Q1	$1M	Buy	+72,377	New	+$977K	0.04%	419

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

RJA

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

Cambridge Investment Research Advisors's JTA Position: Q4 2020 in Review

Cambridge Investment Research Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2020, closing a stake of 31,520 shares — an estimated $252K sold.

Cambridge Investment Research Advisors first reported a position in JTA in Q1 2014 and held it in 27 quarters. The position peaked at $1.09M in Q2 2014. 36 funds tracked by Wall St. Rank hold JTA as of Q4 2020.

Cambridge Investment Research Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2020 after selling out during the quarter.
Cambridge Investment Research Advisors sold 31,520 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2020, an estimated $252K.
Cambridge Investment Research Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2014 and held it in 27 quarters.
Cambridge Investment Research Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $1.09M in Q2 2014.
36 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.