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

Doliver 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
2020 Q4	–	Sell	-19,695	Closed	-$158K	–	178
2020 Q3	$158K	Buy	19,695 +479	+2%	+$3.98K	0.08%	141
2020 Q2	$155K	Buy	+19,216	New	+$152K	0.07%	142
2017 Q1	–	Sell	-10,532	Closed	-$119K	–	288
2016 Q4	$119K	Buy	+10,532	New	+$120K	0.1%	207
2016 Q2	–	Sell	-49,090	Closed	-$555K	–	234
2016 Q1	$555K	Buy	49,090 +33,228	+209%	+$355K	0.49%	67
2015 Q4	$185K	Sell	15,862 -5,878	-27%	-$69.7K	0.15%	122
2015 Q3	$245K	Buy	+21,740	New	+$272K	0.18%	148
2015 Q1	–	Sell	-13,569	Closed	-$156K	–	321
2014 Q4	$156K	Buy	+13,569	New	+$181K	0.11%	198
2013 Q4	–	Sell	-10,617	Closed	-$133K	–	382
2013 Q3	$133K	Sell	10,617 -2,189	-17%	-$28K	0.08%	337
2013 Q2	$159K	Buy	+12,806	New	+$157K	0.09%	309

Other funds holding JTA

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WAM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LCM

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

RJA

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

Doliver Advisors's JTA Position: Q4 2020 in Review

Doliver Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2020, closing a stake of 19,695 shares — an estimated $158K sold.

Doliver Advisors first reported a position in JTA in Q2 2013 and held it in 9 quarters. The position peaked at $555K in Q1 2016. 36 funds tracked by Wall St. Rank hold JTA as of Q4 2020.

Doliver Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2020 after selling out during the quarter.
Doliver Advisors sold 19,695 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2020, an estimated $158K.
Doliver Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2013 and held it in 9 quarters.
Doliver Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $555K in Q1 2016.
36 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.