Raymond James Financial Services Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Raymond James Financial Services 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 Q4	–	Sell	-12,624	Closed	-$142K	–	3015
2019 Q3	$142K	Buy	12,624 +706	+6%	+$7.94K	﹤0.01%	2576
2019 Q2	$136K	Buy	11,918 +201	+2%	+$2.34K	﹤0.01%	2629
2019 Q1	$135K	Buy	+11,717	New	+$133K	﹤0.01%	2593

Other funds holding JTA

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 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial Services Advisors's JTA Position: Q4 2019 in Review

Raymond James Financial Services Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2019, closing a stake of 12,624 shares — an estimated $142K sold.

Raymond James Financial Services Advisors first reported a position in JTA in Q1 2019 and held it in 3 quarters. The position peaked at $142K in Q3 2019. 29 funds tracked by Wall St. Rank hold JTA as of Q4 2019.

Raymond James Financial Services Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2019 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,624 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2019, an estimated $142K.
Raymond James Financial Services Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2019 and held it in 3 quarters.
Raymond James Financial Services Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $142K in Q3 2019.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.