Wolff Wiese Magana’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,280
Closed -$25K 887
2021
Q3
$25K Hold
2,280
0.02% 387
2021
Q2
$27K Hold
2,280
0.02% 359
2021
Q1
$24K Hold
2,280
0.02% 371
2020
Q4
$21K Buy
+2,280
New +$19.7K 0.02% 370

Wolff Wiese Magana's JTA Position: Q4 2021 in Review

Wolff Wiese Magana sold out of Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) in Q4 2021, closing a stake of 2,280 shares — an estimated $25K sold.

Wolff Wiese Magana first reported a position in JTA in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 0 funds tracked by Wall St. Rank hold JTA as of Q4 2021.

  • Wolff Wiese Magana reported no remaining Nuveen Tax-Advantaged Total Return Strategy Fund position as of Q4 2021 after selling out during the quarter.
  • Wolff Wiese Magana sold 2,280 Nuveen Tax-Advantaged Total Return Strategy Fund shares in Q4 2021, an estimated $25K.
  • Wolff Wiese Magana first reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund in Q4 2020 and held it in 4 quarters.
  • Wolff Wiese Magana's Nuveen Tax-Advantaged Total Return Strategy Fund position peaked at $27K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Tax-Advantaged Total Return Strategy Fund as of Q4 2021.

Based on Wolff Wiese Magana's 13F filing for Q4 2021, filed 18 Jan 2022.