Rockefeller Capital Management
JTA

Rockefeller Capital Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Rockefeller Capital Management’s Portfolio JTA Stock Details JTA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$200K Sell
2021
Q2 		$219K Buy
2021
Q1 		$201K Sell
2020
Q4 		$223K Buy
2020
Q3 		$186K Sell
2020
Q2 		$226K Buy
2020
Q1 		$185K Buy