Seizert Capital Partners’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Seizert Capital Partners’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 Q3	–	Sell	-12,200	Closed	-$140K	–	227
2019 Q2	$140K	Hold	12,200	–	–	0.01%	209
2019 Q1	$140K	Hold	12,200	–	–	0.01%	220
2018 Q4	$124K	Hold	12,200	–	–	0.01%	203
2018 Q3	$165K	Hold	12,200	–	–	0.01%	220
2018 Q2	$159K	Hold	12,200	–	–	0.01%	217
2018 Q1	$159K	Hold	12,200	–	–	0.01%	217
2017 Q4	$170K	Hold	12,200	–	–	0.01%	186
2017 Q3	$167K	Hold	12,200	–	–	0.01%	178
2017 Q2	$157K	Hold	12,200	–	–	0.01%	194
2017 Q1	$149K	Hold	12,200	–	–	0.01%	212
2016 Q4	$138K	Hold	12,200	–	–	﹤0.01%	224
2016 Q3	$147K	Hold	12,200	–	–	0.01%	225
2016 Q2	$138K	Hold	12,200	–	–	0.01%	225
2016 Q1	$138K	Hold	12,200	–	–	﹤0.01%	226
2015 Q4	$142K	Hold	12,200	–	–	﹤0.01%	220
2015 Q3	$137K	Hold	12,200	–	–	﹤0.01%	191
2015 Q2	$159K	Hold	12,200	–	–	﹤0.01%	209
2015 Q1	$165K	Hold	12,200	–	–	﹤0.01%	200
2014 Q4	$162K	Hold	12,200	–	–	﹤0.01%	205
2014 Q3	$169K	Hold	12,200	–	–	﹤0.01%	199
2014 Q2	$183K	Hold	12,200	–	–	﹤0.01%	200
2014 Q1	$169K	Hold	12,200	–	–	﹤0.01%	200
2013 Q4	$172K	Hold	12,200	–	–	﹤0.01%	201
2013 Q3	$153K	Sell	12,200 -22,200	-65%	-$284K	﹤0.01%	195
2013 Q2	$426K	Buy	+34,400	New	+$421K	0.01%	156

Other funds holding JTA

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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 $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Seizert Capital Partners's JTA Position: Q3 2019 in Review

Seizert Capital Partners sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2019, closing a stake of 12,200 shares — an estimated $140K sold.

Seizert Capital Partners first reported a position in JTA in Q2 2013 and held it in 25 quarters. The position peaked at $426K in Q2 2013. 29 funds tracked by Wall St. Rank hold JTA as of Q3 2019.

Seizert Capital Partners reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2019 after selling out during the quarter.
Seizert Capital Partners sold 12,200 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2019, an estimated $140K.
Seizert Capital Partners first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2013 and held it in 25 quarters.
Seizert Capital Partners's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $426K in Q2 2013.
29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2019.

Based on Seizert Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.