Gradient Investments’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Gradient Investments’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
2015 Q1	–	Sell	-1,000	Closed	-$13K	–	737
2014 Q4	$13K	Hold	1,000	–	–	﹤0.01%	333
2014 Q3	$14K	Hold	1,000	–	–	﹤0.01%	309
2014 Q2	$15K	Hold	1,000	–	–	﹤0.01%	318
2014 Q1	$14K	Hold	1,000	–	–	﹤0.01%	319
2013 Q4	$14K	Hold	1,000	–	–	﹤0.01%	347
2013 Q3	$13K	Hold	1,000	–	–	﹤0.01%	272
2013 Q2	$12K	Buy	+1,000	New	+$12.2K	﹤0.01%	262

Other funds holding JTA

AAM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WAM

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

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's JTA Position: Q1 2015 in Review

Gradient Investments sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2015, closing a stake of 1,000 shares — an estimated $13K sold.

Gradient Investments first reported a position in JTA in Q2 2013 and held it in 7 quarters. The position peaked at $15K in Q2 2014. 28 funds tracked by Wall St. Rank hold JTA as of Q1 2015.

Gradient Investments reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2015 after selling out during the quarter.
Gradient Investments sold 1,000 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2015, an estimated $13K.
Gradient Investments first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2013 and held it in 7 quarters.
Gradient Investments's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $15K in Q2 2014.
28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.