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Insider
Information: |
Stephenson James T. |
Relationship: |
Portfolio Manager |
City: |
Chicago |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
0 |
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Indirect Shares
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0 |
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Direct
Value |
$0 |
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Indirect Value
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$0 |
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Total
Shares |
0 |
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Total
Value |
$0 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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1
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1
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Stock
price went up :
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1
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0
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Stock
price went down : |
0
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1
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Gain/Loss Ratio : |
1.0
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-1.0
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Percentage
Gain/Loss : |
49.7%
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-100.0%
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Holdings
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Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Nuveen Tax Advantaged Total Retu... |
JTA |
Portfolio Manager |
2021-10-20 |
0 |
2018-08-22 |
0 |
Premium* |
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Records found :
13 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2018-08-22 |
4 |
S |
$13.53 |
$28,419 |
I/I |
(2,100) |
0 |
0 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2021-10-20 |
4 |
S |
$11.50 |
$80,501 |
D/D |
(7,000) |
0 |
0 |
% |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-10-26 |
4/A |
B |
$11.58 |
$2,316 |
I/I |
200 |
200 |
0.01 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2018-08-27 |
4 |
S |
$13.60 |
$68,005 |
D/D |
(5,000) |
1,000 |
0 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2018-08-21 |
4 |
S |
$13.50 |
$59,396 |
I/I |
(4,400) |
1,900 |
0 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-10-27 |
4 |
B |
$11.50 |
$51,750 |
I/I |
4,500 |
4,500 |
2.66 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-10-28 |
4 |
B |
$11.54 |
$3,462 |
I/I |
300 |
4,800 |
0.01 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2015-09-29 |
4 |
B |
$11.22 |
$56,105 |
D/D |
5,000 |
5,000 |
2.81 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-10-26 |
4 |
B |
$11.57 |
$7,708 |
D/D |
666 |
5,666 |
2.44 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-11-01 |
4 |
B |
$11.49 |
$11,492 |
I/I |
1,000 |
5,800 |
2.58 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-10-28 |
4 |
B |
$11.54 |
$6,162 |
D/D |
534 |
6,200 |
2.44 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2016-11-03 |
4 |
B |
$11.30 |
$5,650 |
I/I |
500 |
6,300 |
0.01 |
- |
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JTA |
Nuveen Tax Advantaged Tot... |
Portfolio Manager |
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2020-11-03 |
4 |
B |
$7.59 |
$45,580 |
D/D |
6,000 |
7,000 |
2.44 |
% |
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13 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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