Squarepoint
JTA

Squarepoint’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Squarepoint’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
2016
Q1 		– Sell
-17,195
Closed -$201K – 1697
2015
Q4 		$201K Buy
+17,195
New +$204K 0.02% 1000

Other funds holding JTA

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AAM
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Squarepoint's JTA Position: Q1 2016 in Review

Squarepoint sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2016, closing a stake of 17,195 shares — an estimated $201K sold.

Squarepoint first reported a position in JTA in Q4 2015 and held it in 1 quarter. The position peaked at $201K in Q4 2015. 33 funds tracked by Wall St. Rank hold JTA as of Q1 2016.

  • Squarepoint reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2016 after selling out during the quarter.
  • Squarepoint sold 17,195 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2016, an estimated $201K.
  • Squarepoint first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2015 and held it in 1 quarter.
  • Squarepoint's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $201K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2016.

Based on Squarepoint's 13F filing for Q1 2016, filed 16 May 2016.