Carson Wealth (CWM LLC)
JTA

Carson Wealth (CWM LLC)’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-36,005
Closed -$365K – 3499
2018
Q4 		$365K Buy
+36,005
New +$421K 0.01% 492

Other funds holding JTA

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SFS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JTA Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2019, closing a stake of 36,005 shares — an estimated $365K sold.

Carson Wealth (CWM LLC) first reported a position in JTA in Q4 2018 and held it in 1 quarter. The position peaked at $365K in Q4 2018. 29 funds tracked by Wall St. Rank hold JTA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36,005 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2019, an estimated $365K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $365K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.