PMFA
JTA

Plante Moran Financial Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Plante Moran Financial 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
2014
Q4 		– Sell
-3,900
Closed -$54K – 902
2014
Q3 		$54K Buy
+3,900
New +$56.4K 0.05% 247

Other funds holding JTA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Plante Moran Financial Advisors's JTA Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2014, closing a stake of 3,900 shares — an estimated $54K sold.

Plante Moran Financial Advisors first reported a position in JTA in Q3 2014 and held it in 1 quarter. The position peaked at $54K in Q3 2014. 28 funds tracked by Wall St. Rank hold JTA as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,900 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2014, an estimated $54K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $54K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.