Nuveen Tax Advantaged Total Return Strategy Fund
JTADelisted Nov 22, 2021- SEC CIK
- 0001265708
Nuveen Tax Advantaged Total Return Strategy Fund was delisted on Nov 22, 2021; its insiders filed their last Form 4 on Oct 21, 2021; 27 institutions reported holding it in 13F filings for Q3 2021, worth $30.3M in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 27
- Q3 2021, −1 vs. previous quarter
- 13F value
- $30.3M
- Reported value at the end of Q3 2021
- Superinvestors holding
- 0
- At the end of Q3 2021
Superinvestors holding JTA, Q3 2021
No superinvestor reported holding JTA at the end of Q3 2021.
Latest insider trades
Open-market purchases and sales by Nuveen Tax Advantaged Total Return Strategy Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 21, 2021 (view filing) | Oct 20 | 1 day | Stephenson James T.Other: Portfolio Manager | SSale | −7.00K | $11.50 | −$80.5K | −100.0%0 after |
Top 10 13F holders, Q3 2021
The largest institutional positions in Nuveen Tax Advantaged Total Return Strategy Fund at the end of Q3 2021; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 862,008 | $9.58M | 0.00% | +15,485+1.8% | Added |
| Heron Bay Capital Management | 547,699 | $6.08M | 3.14% | −34,626−5.9% | Reduced |
| Morgan Stanley | 449,633 | $5.00M | 0.00% | +11,530+2.6% | Added |
| Raymond James & Associates | 99,274 | $1.10M | 0.00% | +1,570+1.6% | Added |
| Shaker Financial Services, LLC | 85,812 | $953.0K | 0.38% | −125,902−59.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 85,005 | $944.0K | 0.05% | +85,005 | New |
| Bank of America Corp | 82,970 | $922.0K | 0.00% | −590−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 67,854 | $754.0K | 0.00% | +68+0.1% | Added |
| Invesco Ltd. | 66,904 | $743.0K | 0.00% | +32,691+95.6% | Added |
| Royal Bank of Canada | 55,900 | $620.0K | 0.00% | −1,324−2.3% | Reduced |