Financial Architects (New Jersey)’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-504	Closed	-$6K	–	1045
2019 Q3	$6K	Hold	504	–	–	﹤0.01%	820
2019 Q2	$6K	Buy	+504	New	+$5.88K	﹤0.01%	992
2018 Q3	–	Sell	-700	Closed	-$9K	–	1591
2018 Q2	$9K	Hold	700	–	–	﹤0.01%	1032
2018 Q1	$9K	Hold	700	–	–	﹤0.01%	1135
2017 Q4	$10K	Sell	700 -300	-30%	-$4.07K	﹤0.01%	1165
2017 Q3	$14K	Hold	1,000	–	–	﹤0.01%	1060
2017 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1085
2017 Q1	$12K	Hold	1,000	–	–	﹤0.01%	1099
2016 Q4	$11K	Buy	1,000 +800	+400%	+$9.13K	﹤0.01%	1003
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	1384
2016 Q2	$2K	Buy	+200	New	+$2.26K	﹤0.01%	1383

Other funds holding JTA

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

AAM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Architects (New Jersey)'s JTA Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2019, closing a stake of 504 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in JTA in Q2 2016 and held it in 11 quarters. The position peaked at $14K in Q3 2017. 29 funds tracked by Wall St. Rank hold JTA as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 504 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2019, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $14K in Q3 2017.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.