VRM
JTA

Vectors Research Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Vectors Research Management’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
2020
Q2 		– Sell
-100
Closed -$1K – 537
2020
Q1 		$1K Buy
+100
New +$1.04K ﹤0.01% 479

Other funds holding JTA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vectors Research Management's JTA Position: Q2 2020 in Review

Vectors Research Management sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Vectors Research Management first reported a position in JTA in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 29 funds tracked by Wall St. Rank hold JTA as of Q2 2020.

  • Vectors Research Management reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Vectors Research Management sold 100 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q2 2020, an estimated $1K.
  • Vectors Research Management first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Vectors Research Management's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $1K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q2 2020.

Based on Vectors Research Management's 13F filing for Q2 2020, filed 13 Aug 2020.