TFA
JTA

Transamerica Financial Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Transamerica Financial 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
2013
Q4 		– Sell
-765
Closed -$10K – 666
2013
Q3 		$10K Buy
765
+15
+2% +$192 ﹤0.01% 440
2013
Q2 		$10K Buy
+750
New +$9.18K ﹤0.01% 426

Other funds holding JTA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's JTA Position: Q4 2013 in Review

Transamerica Financial Advisors sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2013, closing a stake of 765 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in JTA in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 23 funds tracked by Wall St. Rank hold JTA as of Q4 2013.

  • Transamerica Financial Advisors reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 765 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2013, an estimated $10K.
  • Transamerica Financial Advisors first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q2 2013 and held it in 2 quarters.
  • Transamerica Financial Advisors's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $10K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2013.

Based on Transamerica Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.