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

Gupta 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
2016 Q1	$213K	Hold	18,830	–	–	0.05%	237
2015 Q4	$220K	Hold	18,830	–	–	0.06%	237
2015 Q3	$212K	Hold	18,830	–	–	0.05%	240
2015 Q2	$245K	Hold	18,830	–	–	0.06%	226
2015 Q1	$255K	Buy	+18,830	New	+$253K	0.08%	197

Other funds holding JTA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

PPA

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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's JTA Position: Q1 2016 in Review

Gupta Wealth Management held its Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) position steady in Q1 2016 at 18,830 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #237.

Gupta Wealth Management first reported a position in JTA in Q1 2015 and has held it in 5 quarters since. The position peaked at $255K in Q1 2015. 34 funds tracked by Wall St. Rank hold JTA as of Q1 2016.

Gupta Wealth Management held 18,830 shares of Nuveen Tax-Advantaged Total Return Strategy Fund worth $213K as of Q1 2016.
Gupta Wealth Management left its Nuveen Tax-Advantaged Total Return Strategy Fund share count unchanged in Q1 2016.
Nuveen Tax-Advantaged Total Return Strategy Fund made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #237 holding.
Gupta Wealth Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $255K in Q1 2015.
34 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.