Mariner
JTA

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

Mariner’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
2020
Q1 		– Sell
-17,663
Closed -$213K – 777
2019
Q4 		$213K Buy
+17,663
New +$204K ﹤0.01% 696

Other funds holding JTA

UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mariner's JTA Position: Q1 2020 in Review

Mariner sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2020, closing a stake of 17,663 shares — an estimated $213K sold.

Mariner first reported a position in JTA in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 33 funds tracked by Wall St. Rank hold JTA as of Q1 2020.

  • Mariner reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Mariner sold 17,663 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2020, an estimated $213K.
  • Mariner first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2019 and held it in 1 quarter.
  • Mariner's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $213K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2020.

Based on Mariner's 13F filing for Q1 2020, filed 14 May 2020.