TWA
JTA

TCI Wealth Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

TCI Wealth Advisors’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
2014
Q4 		– Sell
-3,995
Closed -$55K – 977
2014
Q3 		$55K Hold
3,995
– – 0.03% 231
2014
Q2 		$60K Buy
+3,995
New +$56.5K 0.04% 233

Other funds holding JTA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

TCI Wealth Advisors's JTA Position: Q4 2014 in Review

TCI Wealth Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2014, closing a stake of 3,995 shares — an estimated $55K sold.

TCI Wealth Advisors first reported a position in JTA in Q2 2014 and held it in 2 quarters. The position peaked at $60K in Q2 2014. 28 funds tracked by Wall St. Rank hold JTA as of Q4 2014.

  • TCI Wealth Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,995 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2014, an estimated $55K.
  • TCI Wealth Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2014 and held it in 2 quarters.
  • TCI Wealth Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $60K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2014.

Based on TCI Wealth Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.