CF
JTA

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

Centaurus Financial’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
2018
Q3 		– Sell
-694
Closed -$9K – 2487
2018
Q2 		$9K Buy
+694
New +$9.21K ﹤0.01% 1611

Other funds holding JTA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial's JTA Position: Q3 2018 in Review

Centaurus Financial sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2018, closing a stake of 694 shares — an estimated $9K sold.

Centaurus Financial first reported a position in JTA in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 28 funds tracked by Wall St. Rank hold JTA as of Q3 2018.

  • Centaurus Financial reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 694 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2018, an estimated $9K.
  • Centaurus Financial first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $9K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.