Ground Swell Capital’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1K Sell
67
-33
-33% -$477 ﹤0.01% 2355
2014
Q2
$2K Buy
+100
New +$1.41K ﹤0.01% 1652

Other funds holding JTA

Ground Swell Capital's JTA Position: Q3 2014 in Review

Ground Swell Capital reduced its Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) stake by 33% in Q3 2014, selling an estimated $477 and leaving 67 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Ground Swell Capital first reported a position in JTA in Q2 2014 and has held it in 2 quarters since. The position peaked at $2K in Q2 2014. 25 funds tracked by Wall St. Rank hold JTA as of Q3 2014.

  • Ground Swell Capital held 67 shares of Nuveen Tax-Advantaged Total Return Strategy Fund worth $1K as of Q3 2014.
  • Ground Swell Capital sold 33 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2014, an estimated $477.
  • Nuveen Tax-Advantaged Total Return Strategy Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2355 holding.
  • Ground Swell Capital first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $2K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.