LCM
JTA

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

Laurion Capital 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
2017
Q1 		– Sell
-40,046
Closed -$455K – 1743
2016
Q4 		$455K Buy
+40,046
New +$457K ﹤0.01% 856

Other funds holding JTA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Laurion Capital Management's JTA Position: Q1 2017 in Review

Laurion Capital Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2017, closing a stake of 40,046 shares — an estimated $455K sold.

Laurion Capital Management first reported a position in JTA in Q4 2016 and held it in 1 quarter. The position peaked at $455K in Q4 2016. 30 funds tracked by Wall St. Rank hold JTA as of Q1 2017.

  • Laurion Capital Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Laurion Capital Management sold 40,046 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2017, an estimated $455K.
  • Laurion Capital Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2016 and held it in 1 quarter.
  • Laurion Capital Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $455K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2017.

Based on Laurion Capital Management's 13F filing for Q1 2017, filed 12 May 2017.