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