Steward Partners Investment Advisory’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-5,034	Closed	-$59K	–	3546
2021 Q2	$59K	Buy	+5,034	New	+$57K	﹤0.01%	2985
2020 Q4	–	Sell	-4,015	Closed	-$32K	–	3084
2020 Q3	$32K	Sell	4,015 -1,058	-21%	-$8.79K	﹤0.01%	1704
2020 Q2	$41K	Hold	5,073	–	–	﹤0.01%	1499
2020 Q1	$35K	Hold	5,073	–	–	﹤0.01%	1402
2019 Q4	$61K	Hold	5,073	–	–	﹤0.01%	1319
2019 Q3	$57K	Hold	5,073	–	–	﹤0.01%	1305
2019 Q2	$58K	Buy	+5,073	New	+$59.2K	﹤0.01%	1289
2018 Q4	–	Sell	-5,073	Closed	-$69K	–	2609
2018 Q3	$69K	Hold	5,073	–	–	﹤0.01%	1070
2018 Q2	$65K	Hold	5,073	–	–	﹤0.01%	998
2018 Q1	$65K	Hold	5,073	–	–	﹤0.01%	908
2017 Q4	$70K	Sell	5,073 -2,957	-37%	-$40.1K	0.01%	725
2017 Q3	$110K	Hold	8,030	–	–	0.01%	529
2017 Q2	$103K	Buy	+8,030	New	+$101K	0.01%	493

Other funds holding JTA

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's JTA Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q3 2021, closing a stake of 5,034 shares — an estimated $59K sold.

Steward Partners Investment Advisory first reported a position in JTA in Q2 2017 and held it in 13 quarters. The position peaked at $110K in Q3 2017. 27 funds tracked by Wall St. Rank hold JTA as of Q3 2021.

Steward Partners Investment Advisory reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,034 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q3 2021, an estimated $59K.
Steward Partners Investment Advisory first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2017 and held it in 13 quarters.
Steward Partners Investment Advisory's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $110K in Q3 2017.
27 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.