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

Clough Capital 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
2021 Q1	–	Sell	-75,000	Closed	-$707K	–	180
2020 Q4	$707K	Buy	+75,000	New	+$648K	0.05%	113
2020 Q2	–	Sell	-10,730	Closed	-$76K	–	165
2020 Q1	$76K	Sell	10,730 -1,370	-11%	-$14.3K	0.01%	120
2019 Q4	$146K	Buy	+12,100	New	+$140K	0.01%	114

Other funds holding JTA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 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

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

RJA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Clough Capital Partners's JTA Position: Q1 2021 in Review

Clough Capital Partners sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2021, closing a stake of 75,000 shares — an estimated $707K sold.

Clough Capital Partners first reported a position in JTA in Q4 2019 and held it in 3 quarters. The position peaked at $707K in Q4 2020. 30 funds tracked by Wall St. Rank hold JTA as of Q1 2021.

Clough Capital Partners reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2021 after selling out during the quarter.
Clough Capital Partners sold 75,000 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2021, an estimated $707K.
Clough Capital Partners first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2019 and held it in 3 quarters.
Clough Capital Partners's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $707K in Q4 2020.
30 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2021.

Based on Clough Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.