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

Inscription Capital’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 Q3	–	Sell	-17,663	Closed	-$195K	–	150
2019 Q2	$195K	Hold	17,663	–	–	0.15%	102
2019 Q1	$207K	Hold	17,663	–	–	0.11%	112
2018 Q4	$179K	Buy	+17,663	New	+$206K	0.1%	136

Other funds holding JTA

SFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Inscription Capital's JTA Position: Q3 2019 in Review

Inscription Capital sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2019, closing a stake of 17,663 shares — an estimated $195K sold.

Inscription Capital first reported a position in JTA in Q4 2018 and held it in 3 quarters. The position peaked at $207K in Q1 2019. 29 funds tracked by Wall St. Rank hold JTA as of Q3 2019.

Inscription Capital reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2019 after selling out during the quarter.
Inscription Capital sold 17,663 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2019, an estimated $195K.
Inscription Capital first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2018 and held it in 3 quarters.
Inscription Capital's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $207K in Q1 2019.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2019.

Based on Inscription Capital's 13F filing for Q3 2019, filed 1 Nov 2019.