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JTA

Nuveen Tax-Advantaged Total Return Strategy Fund
JTA

Delisted

JTA was delisted on the 19th of November, 2021.

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26 hedge funds and large institutions have $22.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.5M +$10.3M +845,474 New
Morgan Stanley
2
Morgan Stanley
New York
$4.66M +$4.6M +376,069 New
Cohen & Steers
3
Cohen & Steers
New York
$1.91M +$1.88M +153,900 New
U
4
UBS
Switzerland
$1.7M +$1.68M +137,301 New
First Trust Advisors
5
First Trust Advisors
Illinois
$614K +$608K +49,635 New
SCP
6
Seizert Capital Partners
Michigan
$426K +$421K +34,400 New
SNC
7
Stifel Nicolaus & Co
Missouri
$353K +$349K +28,505 New
COLIM
8
City of London Investment Management
United Kingdom
$327K +$319K +26,087 New
RJA
9
Raymond James & Associates
Florida
$289K +$286K +23,345 New
DFIM
10
Detwiler Fenton Investment Management
Massachusetts
$284K +$280K +22,900 New
SFS
11
Shaker Financial Services
Virginia
$256K +$253K +20,706 New
Bank of America
12
Bank of America
North Carolina
$222K +$220K +17,941 New
LPL Financial
13
LPL Financial
California
$162K +$160K +13,097 New
DA
14
Doliver Advisors
Texas
$159K +$157K +12,806 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$145K +$143K +11,705 New
FAAS
16
First Allied Advisory Services
California
$145K +$144K +11,750 New
BAS
17
Brown Advisory Securities
Maryland
$143K +$143K +11,643 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$118K +$116K +9,509 New
Wells Fargo
19
Wells Fargo
California
$85K +$84.9K +6,936 New
Invesco
20
Invesco
Georgia
$55K +$54.7K +4,465 New
Citigroup
21
Citigroup
New York
$46K +$45.6K +3,724 New
Barclays
22
Barclays
United Kingdom
$31K +$30.6K +2,500 New
GI
23
Gradient Investments
Minnesota
$12K +$12.2K +1,000 New
TFA
24
Transamerica Financial Advisors
Florida
$10K +$9.18K +750 New
AIG
25
American International Group
New York
$8.67K +$8.57K +700 New
1
2

JTA Hedge Fund Activity: Q2 2013 in Review

26 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2013, worth a combined $22.6M.

Buyers outnumbered sellers: 26 funds opened new JTA positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

  • 26 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $22.6M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2013.
  • 26 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2013 and 0 closed out, a net change of +26 holders.

Based on aggregated 13F filings for Q2 2013.