CAN
JTA

Cetera Advisor Networks’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-3,000
Closed -$24K – 3470
2020
Q2 		$24K Buy
+3,000
New +$23.7K ﹤0.01% 2304

Other funds holding JTA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's JTA Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2020, closing a stake of 3,000 shares — an estimated $24K sold.

Cetera Advisor Networks first reported a position in JTA in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 32 funds tracked by Wall St. Rank hold JTA as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 3,000 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2020, an estimated $24K.
  • Cetera Advisor Networks first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $24K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.