James T. Stephenson Net Worth

The estimated Net Worth of James T. Stephenson is at least 161 千$ 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$.

Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!

Sign up

Already have an account? Sign in

James Stephenson JTA stock SEC Form 4 insiders trading

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.

What's James Stephenson's mailing address?

James's mailing address filed with the SEC is 333 W. WACKER DRIVE, SUITE 2900, CHICAGO, IL, 60606.

Insiders trading at Nuveen Tax-Advantaged Total Return Strategy Fund

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$. The most recent stock trade was executed by James T. Stephenson on 20 October 2021, trading 7,000 units of JTA stock currently worth 80,500$.

What does Nuveen Tax-Advantaged Total Return Strategy Fund do?

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.

Complete history of James Stephenson stock trades at Nuveen Tax-Advantaged Total Return Strategy Fund

Nuveen Tax-Advantaged Total Return Strategy Fund executives and stock owners

Nuveen Tax-Advantaged Total Return Strategy Fund executives and other stock owners filed with the SEC include:

• Robert Young,
  Independent Director
• Margaret Wolff,
  Independent Director
• Carole Stone,
  Independent Director
• Judith Stockdale,
  Independent Director
• John Nelson,
  Independent Director
• Albin Moschner,
  Independent Director
• William Hunter,
  Independent Director
• Jack Evans,
  Independent Director
• William Siffermann,
  Vice President
• Michael Perry,
  Vice President
• Deann Morgan,
  Vice President
• William Meyers,
  Vice President
• Jon Meissner,
  Vice President
• Jacques Longerstaey,
  Vice President
• Brian Lockhart,
  Vice President
• Tina Lazar,
  Vice President
• David Lamb,
  Vice President
• Mark Winget,
  Vice President, Assistant Secretary
• Christopher Rohrbacher,
  Vice President, Assistant Secretary
• Kevin McCarthy,
  Vice President, Assistant Secretary
• Gifford Zimmerman,
  Vice President, Secretary
• Nathaniel Jones,
  Vice President, Treasurer
• E. Scott Wickerham,
  Vice President, Controller
• Walter Kelly,
  Chief Compliance Officer, Vice President
• Cedric Antosiewicz,
  Chief Administrative Officer
• Terence Toth,
  Independent Chairman of the Board
• James T. Stephenson,