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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,015	Closed	-$200K	–	4157
2021 Q3	$200K	Sell	18,015 -763	-4%	-$8.74K	﹤0.01%	1584
2021 Q2	$219K	Buy	18,778 +51	+0.3%	+$578	﹤0.01%	1477
2021 Q1	$201K	Sell	18,727 -5,000	-21%	-$50.4K	﹤0.01%	1332
2020 Q4	$223K	Buy	23,727 +454	+2%	+$3.92K	﹤0.01%	1161
2020 Q3	$186K	Sell	23,273 -4,727	-17%	-$39.3K	﹤0.01%	1059
2020 Q2	$226K	Buy	28,000 +1,825	+7%	+$14.4K	﹤0.01%	911
2020 Q1	$185K	Buy	+26,175	New	+$273K	﹤0.01%	836

Rockefeller Capital Management's JTA Position: Q4 2021 in Review

Rockefeller Capital Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2021, closing a stake of 18,015 shares — an estimated $200K sold.

Rockefeller Capital Management first reported a position in JTA in Q1 2020 and held it in 7 quarters. The position peaked at $226K in Q2 2020. 0 funds tracked by Wall St. Rank hold JTA as of Q4 2021.

Rockefeller Capital Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2021 after selling out during the quarter.
Rockefeller Capital Management sold 18,015 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2021, an estimated $200K.
Rockefeller Capital Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2020 and held it in 7 quarters.
Rockefeller Capital Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $226K in Q2 2020.
0 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2021.

Based on Rockefeller Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.