Cowen Prime Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Cowen Prime Advisors’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
2015 Q4	–	Sell	-1,450	Closed	-$17.2K	–	282
2015 Q3	$16K	Hold	1,450	–	–	0.01%	191
2015 Q2	$19K	Hold	1,450	–	–	0.01%	188
2015 Q1	$20K	Sell	1,450 -1,450	-50%	-$19.5K	0.01%	227
2014 Q4	$39K	Buy	2,900 +1,450	+100%	+$19.3K	0.02%	211
2014 Q3	$20K	Buy	+1,450	New	+$21K	0.01%	229

Other funds holding JTA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cowen Prime Advisors's JTA Position: Q4 2015 in Review

Cowen Prime Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2015, closing a stake of 1,450 shares — an estimated $17.2K sold.

Cowen Prime Advisors first reported a position in JTA in Q3 2014 and held it in 5 quarters. The position peaked at $39K in Q4 2014. 38 funds tracked by Wall St. Rank hold JTA as of Q4 2015.

Cowen Prime Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2015 after selling out during the quarter.
Cowen Prime Advisors sold 1,450 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2015, an estimated $17.2K.
Cowen Prime Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2014 and held it in 5 quarters.
Cowen Prime Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $39K in Q4 2014.
38 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2015.

Based on Cowen Prime Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.