RFA
JTA

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

Reilly 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
2020
Q2 		– Sell
-1,480
Closed -$10K – 991
2020
Q1 		$10K Buy
+1,480
New +$15.5K ﹤0.01% 556

Other funds holding JTA

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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 $38.8B AUM 21.88% 1-Year Est. Return

Reilly Financial Advisors's JTA Position: Q2 2020 in Review

Reilly Financial Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q2 2020, closing a stake of 1,480 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in JTA in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 29 funds tracked by Wall St. Rank hold JTA as of Q2 2020.

  • Reilly Financial Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,480 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q2 2020, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $10K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.