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Nuveen Tax Advantaged Total Return Strategy Fund

JTADelisted Nov 22, 2021

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.

Q3 2021 vs. Q2 2021

How the institutions holding Nuveen Tax Advantaged Total Return Strategy Fund changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of JTA: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Holders2827−1
Shares2.72M2.72M−251 (0.0%)
Value$31.8M$30.3M−$1.54M (−4.8%)

New holders (3)

Institutions that held Nuveen Tax Advantaged Total Return Strategy Fund at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to JTA in Q3 2021
InstitutionSharesValue% of portfolio
Benjamin F. Edwards & Company, Inc.85,005$944.0K0.05%
Saba Capital Management, L.P.25,634$285.0K0.01%
FNY Investment Advisers, LLC3,002$33.0K0.02%

Sold out (4)

Institutions that held Nuveen Tax Advantaged Total Return Strategy Fund at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of JTA in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
CNH Partners LLC16,424$192.0K
Advisory Services Network, LLC5,384$63.0K
Steward Partners Investment Advisory, LLC5,034$59.0K
Citigroup Inc621$7.00K