Northwestern Mutual Wealth Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Northwestern Mutual Wealth 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
2021 Q1	–	Sell	-1,218	Closed	-$11K	–	3065
2020 Q4	$11K	Buy	+1,218	New	+$10.5K	﹤0.01%	2174
2019 Q1	–	Sell	-166	Closed	-$2K	–	2812
2018 Q4	$2K	Hold	166	–	–	﹤0.01%	2248
2018 Q3	$2K	Hold	166	–	–	﹤0.01%	2342
2018 Q2	$2K	Hold	166	–	–	﹤0.01%	2231
2018 Q1	$2K	Hold	166	–	–	﹤0.01%	2083
2017 Q4	$2K	Hold	166	–	–	﹤0.01%	2190
2017 Q3	$2K	Hold	166	–	–	﹤0.01%	2033
2017 Q2	$2K	Hold	166	–	–	﹤0.01%	1919
2017 Q1	$2K	Hold	166	–	–	﹤0.01%	1889
2016 Q4	$2K	Buy	+166	New	+$1.89K	﹤0.01%	2112

Other funds holding JTA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's JTA Position: Q1 2021 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2021, closing a stake of 1,218 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in JTA in Q4 2016 and held it in 10 quarters. The position peaked at $11K in Q4 2020. 30 funds tracked by Wall St. Rank hold JTA as of Q1 2021.

Northwestern Mutual Wealth Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,218 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2021, an estimated $11K.
Northwestern Mutual Wealth Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2016 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $11K in Q4 2020.
30 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.