James T. Stephenson - Net Worth and Insider Trading
James T. Stephenson Net Worth
The estimated net worth of James T. Stephenson is at least $0 dollars as of 2024-12-01. James T. Stephenson is the Portfolio Manager of Nuveen Tax Advantaged Total Ret Strat Fd and owns about 0 shares of Nuveen Tax Advantaged Total Ret Strat Fd (JTA) stock worth over $0. Details can be seen in James T. Stephenson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James T. Stephenson has not made any transactions after 2021-10-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James T. Stephenson
James T. Stephenson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James T. Stephenson owns 2 companies in total, including Nuveen Tax Advantaged Total Ret Strat Fd (JTA) , and Nuveen Diversified Dividend & Income Fund (JDD) .
Click here to see the complete history of James T. Stephenson’s form 4 insider trades.
Insider Ownership Summary of James T. Stephenson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| JTA | Nuveen Tax Advantaged Total Ret Strat Fd | 2021-10-20 | other: Portfolio Manager |
| JDD | Nuveen Diversified Dividend & Income Fund | 2012-03-22 | other: Portfolio Manager |
James T. Stephenson Latest Holdings Summary
James T. Stephenson currently owns a total of 1 stock. James T. Stephenson owns 0 shares of Nuveen Tax Advantaged Total Ret Strat Fd (JTA) as of October 20, 2021, with a value of $0.
Latest Holdings of James T. Stephenson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| JTA | Nuveen Tax Advantaged Total Ret Strat Fd | 2021-10-20 | 0 | 11.53 | 0 |
Holding Weightings of James T. Stephenson
James T. Stephenson Form 4 Trading Tracker
According to the SEC Form 4 filings, James T. Stephenson has made a total of 2 transactions in Nuveen Tax Advantaged Total Ret Strat Fd (JTA) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Nuveen Tax Advantaged Total Ret Strat Fd is the sale of 7,000 shares on October 20, 2021, which brought James T. Stephenson around $80,500.
Insider Trading History of James T. Stephenson
- 1
James T. Stephenson Trading Performance
GuruFocus tracks the stock performance after each of James T. Stephenson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James T. Stephenson is 30.94%. GuruFocus also compares James T. Stephenson's trading performance to market benchmark return within the same time period. The performance of stocks bought by James T. Stephenson within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James T. Stephenson's insider trading performs compared to the benchmark.
Performance of James T. Stephenson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 24.04 | | | | | |
| Relative Return to S&P 500(%) | 15.21 | | | | | |
James T. Stephenson Ownership Network
James T. Stephenson Owned Company Details
What does Nuveen Tax Advantaged Total Ret Strat Fd do?
Who are the key executives at Nuveen Tax Advantaged Total Ret Strat Fd?
James T. Stephenson is the other: Portfolio Manager of Nuveen Tax Advantaged Total Ret Strat Fd. Other key executives at Nuveen Tax Advantaged Total Ret Strat Fd include other: Trustee Lancellotta Amy B.r. , other: Trustee Joanne Medero , and other: Trustee Matthew Iii Thornton .
Nuveen Tax Advantaged Total Ret Strat Fd (JTA) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Nuveen Tax Advantaged Total Ret Strat Fd (JTA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Tax Advantaged Total Ret Strat Fd (JTA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Nuveen Tax Advantaged Total Ret Strat Fd (JTA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Nuveen Tax Advantaged Total Ret Strat Fd Insider Transactions
James T. Stephenson Mailing Address
Above is the net worth, insider trading, and ownership report for James T. Stephenson. You might contact James T. Stephenson via mailing address: C/o Nuveen Investments 333 W. Wacker Drive, Ste 2900 Chicago Il 60606.
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