UBS’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $4.2M | Buy |
303,403
+100,405
| +49% | +$1.39M | ﹤0.01% | 1659 |
|
2014
Q2 | $3.05M | Buy |
202,998
+27,161
| +15% | +$408K | ﹤0.01% | 1898 |
|
2014
Q1 | $2.44M | Buy |
175,837
+25,107
| +17% | +$348K | ﹤0.01% | 1987 |
|
2013
Q4 | $2.13M | Buy |
150,730
+12,102
| +9% | +$171K | ﹤0.01% | 2010 |
|
2013
Q3 | $1.74M | Buy |
138,628
+1,327
| +1% | +$16.6K | ﹤0.01% | 2048 |
|
2013
Q2 | $1.7M | Buy |
+137,301
| New | +$1.7M | ﹤0.01% | 1987 |
|