Cerity Partners
JTA

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

Cerity Partners’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
-55,299
Closed -$443K – 663
2020
Q3 		$443K Buy
+55,299
New +$459K 0.02% 337

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Cerity Partners's JTA Position: Q4 2020 in Review

Cerity Partners sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2020, closing a stake of 55,299 shares — an estimated $443K sold.

Cerity Partners first reported a position in JTA in Q3 2020 and held it in 1 quarter. The position peaked at $443K in Q3 2020. 36 funds tracked by Wall St. Rank hold JTA as of Q4 2020.

  • Cerity Partners reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Cerity Partners sold 55,299 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2020, an estimated $443K.
  • Cerity Partners first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2020 and held it in 1 quarter.
  • Cerity Partners's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $443K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2020.

Based on Cerity Partners's 13F filing for Q4 2020, filed 11 Feb 2021.