Stephenson James T.

Portfolio Manager at Nuveen Global Equity Income Fund · on record since Aug 4, 2016
Portfolio Manager at NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND · on record since Mar 30, 2012
Portfolio Manager at NUVEEN DIVERSIFIED DIVIDEND & INCOME FUND · on record since Mar 30, 2012

Insider trading activity of Stephenson James T.

Transactions on record: 16; since Oct 1, 2015

Open-market buys: 12; $182.5K

Open-market sells: 4; $236.3K

Companies traded: 1; last filing Oct 21, 2021

Figures computed from official regulatory filings — .

Companies where Stephenson James T. has traded

NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND16 tx · $418.8K · Oct 21, 2021

Track record of Stephenson James T.

Open-market buys: 12

Last buy: Nov 3, 2020

Enough buys on record, but none of them has a 63-day return yet — this happens when the shares stopped trading, or when the buys are too recent. Win rates will appear once returns mature.

Transaction history of Stephenson James T.

Co-insiders of Stephenson James T.

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 21, 2021	Sell	-7,000	11.50 USD	$80.5K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 4, 2020	Buy	4,000	7.60 USD	$30.4K	conv 60First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 4, 2020	Buy	2,000	7.59 USD	$15.2K	conv 36First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 29, 2018	Sell	-5,000	13.60 USD	$68K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 24, 2018	Buy	200	11.58 USD	$2.3K	conv 29First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 24, 2018	Sell	-2,100	13.53 USD	$28.4K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 23, 2018	Sell	-4,400	13.50 USD	$59.4K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 7, 2016	Buy	500	11.30 USD	$5.7K	conv 8	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 2, 2016	Buy	1,000	11.49 USD	$11.5K	conv 13	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 1, 2016	Buy	534	11.54 USD	$6.2K	conv 9	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 1, 2016	Buy	300	11.54 USD	$3.5K	conv 8	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 31, 2016	Buy	4,500	11.50 USD	$51.8K	conv 40Unusual size	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	400	11.22 USD	$4.5K	conv 23First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	500	11.23 USD	$5.6K	conv 26First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	3,900	11.22 USD	$43.8K	conv 32First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	200	11.23 USD	$2.2K	conv 20First in 12mo	SEC

Company	Filed	Type	Qty	Price	Value · USD	Signals	Src
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 21, 2021	Sell	-7,000	11.50 USD	$80.5K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 4, 2020	Buy	4,000	7.60 USD	$30.4K	conv 60First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 4, 2020	Buy	2,000	7.59 USD	$15.2K	conv 36First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 29, 2018	Sell	-5,000	13.60 USD	$68K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 24, 2018	Buy	200	11.58 USD	$2.3K	conv 29First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 24, 2018	Sell	-2,100	13.53 USD	$28.4K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Aug 23, 2018	Sell	-4,400	13.50 USD	$59.4K		SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 7, 2016	Buy	500	11.30 USD	$5.7K	conv 8	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 2, 2016	Buy	1,000	11.49 USD	$11.5K	conv 13	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 1, 2016	Buy	534	11.54 USD	$6.2K	conv 9	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Nov 1, 2016	Buy	300	11.54 USD	$3.5K	conv 8	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 31, 2016	Buy	4,500	11.50 USD	$51.8K	conv 40Unusual size	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	400	11.22 USD	$4.5K	conv 23First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	500	11.23 USD	$5.6K	conv 26First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	3,900	11.22 USD	$43.8K	conv 32First in 12mo	SEC
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUNDListing unverified	Oct 1, 2015	Buy	200	11.23 USD	$2.2K	conv 20First in 12mo	SEC