DFIM
JTA

Detwiler Fenton Investment Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Detwiler Fenton Investment Management’s Portfolio JTA Stock Details JTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-25,600
Closed -$385K – 115
2014
Q2 		$385K Hold
25,600
– – 0.31% 68
2014
Q1 		$355K Hold
25,600
– – 0.31% 64
2013
Q4 		$361K Buy
25,600
+2,377
+10% +$33.5K 0.32% 71
2013
Q3 		$291K Buy
23,223
+323
+1% +$4.05K 0.26% 87
2013
Q2 		$284K Buy
+22,900
New +$284K 0.29% 81