DWM
JTA

Doyle Wealth Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-10
Closed – – 868
2018
Q4 		$0 Buy
+10
New +$117 ﹤0.01% 877

Other funds holding JTA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Doyle Wealth Management's JTA Position: Q1 2019 in Review

Doyle Wealth Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2019, closing a stake of 10 shares.

Doyle Wealth Management first reported a position in JTA in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 29 funds tracked by Wall St. Rank hold JTA as of Q1 2019.

  • Doyle Wealth Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 10 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2019.
  • Doyle Wealth Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $0 in Q4 2018.
  • 29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.