Janney Montgomery Scott’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
2021
Q4
Sell
-20,028
Closed -$223K 2482
2021
Q3
$223K Sell
20,028
-3,825
-16% -$43.8K ﹤0.01% 2112
2021
Q2
$279K Sell
23,853
-1,175
-5% -$13.3K ﹤0.01% 1956
2021
Q1
$269K Sell
25,028
-2,560
-9% -$25.8K ﹤0.01% 1914
2020
Q4
$260K Sell
27,588
-575
-2% -$4.97K ﹤0.01% 1972
2020
Q3
$226K Sell
28,163
-35
-0.1% -$291 ﹤0.01% 1844
2020
Q2
$227K Sell
28,198
-4,783
-15% -$37.7K ﹤0.01% 1776
2020
Q1
$233K Sell
32,981
-512
-2% -$5.35K ﹤0.01% 1617
2019
Q4
$404K Buy
33,493
+4,250
+15% +$49.1K ﹤0.01% 1539
2019
Q3
$330K Buy
+29,243
New +$329K ﹤0.01% 1638

Janney Montgomery Scott's JTA Position: Q4 2021 in Review

Janney Montgomery Scott sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2021, closing a stake of 20,028 shares — an estimated $223K sold.

Janney Montgomery Scott first reported a position in JTA in Q3 2019 and held it in 9 quarters. The position peaked at $404K in Q4 2019. 0 funds tracked by Wall St. Rank hold JTA as of Q4 2021.

  • Janney Montgomery Scott reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,028 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2021, an estimated $223K.
  • Janney Montgomery Scott first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2019 and held it in 9 quarters.
  • Janney Montgomery Scott's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $404K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.