WEC
JTA

Winslow Evans & Crocker’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Winslow Evans & Crocker’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
-20,800
Closed -$288K – 1452
2014
Q3 		$288K Buy
+20,800
New +$301K 0.08% 251

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

Winslow Evans & Crocker's JTA Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2014, closing a stake of 20,800 shares — an estimated $288K sold.

Winslow Evans & Crocker first reported a position in JTA in Q3 2014 and held it in 1 quarter. The position peaked at $288K in Q3 2014. 28 funds tracked by Wall St. Rank hold JTA as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 20,800 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2014, an estimated $288K.
  • Winslow Evans & Crocker first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q3 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $288K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.