UR
JTA

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

USCA RIA’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
-11,000
Closed -$128K – 415
2015
Q4 		$128K Hold
11,000
– – 0.03% 351
2015
Q3 		$124K Hold
11,000
– – 0.03% 344
2015
Q2 		$143K Buy
11,000
+1,000
+10% +$13.7K 0.04% 332
2015
Q1 		$135K Buy
+10,000
New +$134K 0.04% 322

Other funds holding JTA

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

USCA RIA's JTA Position: Q1 2016 in Review

USCA RIA sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q1 2016, closing a stake of 11,000 shares — an estimated $128K sold.

USCA RIA first reported a position in JTA in Q1 2015 and held it in 4 quarters. The position peaked at $143K in Q2 2015. 33 funds tracked by Wall St. Rank hold JTA as of Q1 2016.

  • USCA RIA reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q1 2016 after selling out during the quarter.
  • USCA RIA sold 11,000 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q1 2016, an estimated $128K.
  • USCA RIA first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2015 and held it in 4 quarters.
  • USCA RIA's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $143K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q1 2016.

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