James T. Stephenson files SEC Form 4 disclosures for NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND. They have made 11 open-market trades across 1 company since 2015, most recently 2021-10-20.
CIK 0001546135
7 open-market purchases totalling $188K since 2015, against 4 sales. Across 7 scored buys the stock is up 6.9% at ninety days, and 0.1 points ahead of the S&P over the same stretch.
7 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| JTA | 5,000 | $58K |
Shares reported on the most recent Form 4, priced at the 2020-11-04 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 29% | 29% | 86% |
| Avg Move | +0.1% | +2.1% | +6.9% |
| Alpha | -1.4% | -1.9% | +0.1% |
| Scored | 7 | 7 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| JTA | SELL | 2021-10-20 | 2021-10-21 | $11.50 | $81K | -0.9% | N/A | N/A |
| JTA | BUY | 2020-11-03 | 2020-11-04 | $7.60 | $46K | +13.4% | +21.0% | +27.4% |
| JTA | SELL | 2018-08-27 | 2018-08-29 | $13.60 | $68K | +0.1% | -0.9% | -14.1% |
| JTA | SELL | 2018-08-22 | 2018-08-24 | $13.53 | $28K | +0.8% | +0.2% | -14.0% |
| JTA | SELL | 2018-08-21 | 2018-08-23 | $13.50 | $59K | +1.0% | +0.9% | -14.3% |
| JTA | BUY | 2016-11-03 | 2016-11-07 | $11.30 | $6K | +1.2% | +1.9% | +6.6% |
| JTA | BUY | 2016-11-01 | 2016-11-02 | $11.49 | $11K | -1.1% | -1.5% | +5.4% |
| JTA | BUY | 2016-10-28 | 2016-11-01 | $11.54 | $10K | -1.5% | -1.9% | +4.0% |
| JTA | BUY | 2016-10-27 | 2016-10-31 | $11.50 | $52K | -1.6% | -2.2% | +3.0% |
| JTA | BUY | 2016-10-26 | 2016-10-28 | $11.57 | $8K | -2.2% | -1.6% | +3.1% |
| JTA | BUY | 2015-09-29 | 2015-10-01 | $11.22 | $56K | -7.9% | -1.1% | -1.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.