Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
28 hedge funds and large institutions have $41.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
12% more funds holding
Funds holding: 25 → 28 (+3)
9% less capital invested
Capital invested by funds: $45.9M → $41.9M (-$3.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.11M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.59M |
| 3 |
SG Americas Securities
New York
|
+$208K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$181K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.75M |
| 2 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$288K |
| 3 |
Morgan Stanley
New York
|
-$159K |
| 4 |
LPL Financial
San Diego,
California
|
-$140K |
| 5 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $9K | +$9.99K | +750 | New |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $8K | +$8K | +600 | New |
|
|
CCA
28
Catalyst Capital Advisors
Huntington,
New York
| $8K | +$8K | +600 | New |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$288K | -20,800 | Closed |
|
|
30
LPL Financial
San Diego,
California
| – | -$140K | -10,297 | Closed |
|
|
TWA
31
TCI Wealth Advisors
Tucson,
Arizona
| – | -$55K | -3,995 | Closed |
|
|
PMFA
32
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$54K | -3,900 | Closed |
|
33
Barclays
London,
United Kingdom
| – | -$33K | -2,500 | Closed |
|
JTA Hedge Fund Activity: Q4 2014 in Review
28 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2014, worth a combined $41.9M — down 8.6% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JTA positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.11M. The largest seller was Advisors Asset Management, cutting an estimated $5.75M.
- 28 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2014, up from 25 in Q3 2014.
- Funds reported $41.9M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2014, down 8.6% quarter-over-quarter.
- 10 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2014 and 5 closed out, a net change of +5 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2014 was Shaker Financial Services, an estimated $2.11M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2014 was Advisors Asset Management, an estimated $5.75M sold.
Based on aggregated 13F filings for Q4 2014.