OIA
JTA

OneDigital Investment Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

OneDigital Investment Advisors’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
-1,000
Closed -$11K – 1317
2019
Q2 		$11K Hold
1,000
– – ﹤0.01% 930
2019
Q1 		$12K Hold
1,000
– – ﹤0.01% 854
2018
Q4 		$10K Buy
+1,000
New +$11.7K ﹤0.01% 862

Other funds holding JTA

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
GC
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OneDigital Investment Advisors's JTA Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2019, closing a stake of 1,000 shares — an estimated $11K sold.

OneDigital Investment Advisors first reported a position in JTA in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 29 funds tracked by Wall St. Rank hold JTA as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,000 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2019, an estimated $11K.
  • OneDigital Investment Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $12K in Q1 2019.
  • 29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.