IFP Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

IFP Advisors’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 Q1	–	Sell	-3,819	Closed	-$38K	–	3984
2018 Q4	$38K	Hold	3,819	–	–	﹤0.01%	1775
2018 Q3	$52K	Hold	3,819	–	–	﹤0.01%	1882
2018 Q2	$49K	Hold	3,819	–	–	﹤0.01%	1931
2018 Q1	$53K	Hold	3,819	–	–	﹤0.01%	1780
2017 Q4	$53K	Hold	3,819	–	–	﹤0.01%	1796
2017 Q3	$52K	Sell	3,819 -4,000	-51%	-$52.5K	﹤0.01%	1974
2017 Q2	$101K	Hold	7,819	–	–	﹤0.01%	1528
2017 Q1	$96K	Hold	7,819	–	–	﹤0.01%	1515
2016 Q4	$89K	Hold	7,819	–	–	﹤0.01%	1528
2016 Q3	$94K	Buy	7,819 +174	+2%	+$2.08K	﹤0.01%	1408
2016 Q2	$86K	Buy	+7,645	New	+$86.5K	﹤0.01%	1429
2016 Q1	–	Sell	-14,806	Closed	-$173K	–	4429
2015 Q4	$173K	Buy	+14,806	New	+$176K	0.01%	901

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Cohen & Steers New York $57.6B AUM 8.03% 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 $38.8B AUM 21.88% 1-Year Est. Return

MAFM

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

IFP Advisors's JTA Position: Q1 2019 in Review

IFP Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2019, closing a stake of 3,819 shares — an estimated $38K sold.

IFP Advisors first reported a position in JTA in Q4 2015 and held it in 12 quarters. The position peaked at $173K in Q4 2015. 29 funds tracked by Wall St. Rank hold JTA as of Q1 2019.

IFP Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 3,819 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2019, an estimated $38K.
IFP Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $173K in Q4 2015.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.