The estimated Net Worth of James T. Stephenson is at least $161 Tisíc dollars as of 3 November 2020. James Stephenson owns over 6,000 units of Nuveen Tax-Advantaged Total Return Strategy Fund stock worth over $80,710 and over the last 4 years James sold JTA stock worth over $80,500.
James has made over 2 trades of the Nuveen Tax-Advantaged Total Return Strategy Fund stock since 2020, according to the Form 4 filled with the SEC. Most recently James sold 7,000 units of JTA stock worth $80,500 on 20 October 2021.
The largest trade James's ever made was selling 7,000 units of Nuveen Tax-Advantaged Total Return Strategy Fund stock on 20 October 2021 worth over $80,500. On average, James trades about 6,500 units every 175 days since 2020. As of 3 November 2020 James still owns at least 7,000 units of Nuveen Tax-Advantaged Total Return Strategy Fund stock.
You can see the complete history of James Stephenson stock trades at the bottom of the page.
James's mailing address filed with the SEC is 333 W. WACKER DRIVE, SUITE 2900, CHICAGO, IL, 60606.
Over the last 4 years, insiders at Nuveen Tax-Advantaged Total Return Strategy Fund have traded over $80,500 worth of Nuveen Tax-Advantaged Total Return Strategy Fund stock and bought 6,000 units worth $45,600 . The most active insiders traders include James T. Stephenson. On average, Nuveen Tax-Advantaged Total Return Strategy Fund executives and independent directors trade stock every 175 days with the average trade being worth of $74,945. The most recent stock trade was executed by James T. Stephenson on 20 October 2021, trading 7,000 units of JTA stock currently worth $80,500.
Nuveen Tax-Advantaged Total Return Strategy Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation.
The Fund invests at least 60% of its managed assets in dividend-paying common stocks that pay dividends that may be eligible for favorable income taxation (Qualified Dividend Income or QDI). The Fund also invests 15% to 25% in senior loans and other debt instruments, as well as 5% to 15% in preferred stocks that are eligible to pay tax-advantaged dividends. The Fund uses leverage.
Nuveen Tax-Advantaged Total Return Strategy Fund executives and other stock owners filed with the SEC include: