Goldman Sachs’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Goldman Sachs’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
2021 Q2	–	Sell	-14,247	Closed	-$153K	–	6851
2021 Q1	$153K	Buy	+14,247	New	+$144K	﹤0.01%	5733
2020 Q3	–	Sell	-17,132	Closed	-$138K	–	5700
2020 Q2	$138K	Sell	17,132 -400	-2%	-$3.15K	﹤0.01%	4908
2020 Q1	$124K	Buy	+17,532	New	+$183K	﹤0.01%	4888

Other funds holding JTA

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 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

RJA

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs's JTA Position: Q2 2021 in Review

Goldman Sachs sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q2 2021, closing a stake of 14,247 shares — an estimated $153K sold.

Goldman Sachs first reported a position in JTA in Q1 2020 and held it in 3 quarters. The position peaked at $153K in Q1 2021. 28 funds tracked by Wall St. Rank hold JTA as of Q2 2021.

Goldman Sachs reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q2 2021 after selling out during the quarter.
Goldman Sachs sold 14,247 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q2 2021, an estimated $153K.
Goldman Sachs first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2020 and held it in 3 quarters.
Goldman Sachs's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $153K in Q1 2021.
28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q2 2021.

Based on Goldman Sachs's 13F filing for Q2 2021, filed 13 Aug 2021.