Equities

Nuveen Tax-Advantaged Total Return Strategy Fund

JTA:NYQ

Nuveen Tax-Advantaged Total Return Strategy Fund

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Financials
  • Price (USD)11.33
  • Today's Change-0.03 / -0.26%
  • Shares traded24.09k
  • 1 Year change+36.67%
  • Beta1.4402
Data delayed at least 15 minutes, as of Sep 17 2021 21:10 BST.
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About the company

Nuveen Tax Advantaged Total Return Strategy Fund (the Fund) is a diversified, closed-end investment company. The 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. It invests a substantial majority of its assets in common and preferred stocks whose dividends qualify for reduced income tax treatment. It also invests a portion of its assets in senior loans to generate additional income and help mitigate the potential net asset value and income volatility of the Fund's leverage structure due to changes in long-term and short-term interest rates. It invests at least 60% of its managed assets in dividend-paying common stocks. It 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's investment advisor is Nuveen Fund Advisors, LLC.

  • Revenue in USD (TTM)--
  • Net income in USD--
  • Incorporated2003
  • Employees0.00
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Globis Acquisition Corp-100.00bn-100.00bn150.81m----1.30----------7.70----------------------------0.006--------------
Aldel Financial Inc-100.00bn-100.00bn150.82m----1.36----------7.44----------------------------0.00--------------
EVO Acquisition Corp-100.00bn-100.00bn151.57m----1.32----------7.35----------------------------0.00--------------
Alpine Global Dynamic Dividend Fund-100.00bn-100.00bn151.60m--------------------------------------------------------------
Calamos Global Total Return Fund-100.00bn-100.00bn152.20m--------------------------------------------------------------
Jupiter Acquisition Corp-100.00bn-100.00bn153.00m----16,557.95----------0.0006----------------------------0.897--------------
Western Asset Inv Grade Income Fund Inc-100.00bn-100.00bn154.53m--------------------------------------------------------------
Western Asset Municipal Partners Fnd Inc8.57m19.94m155.60m--7.800.9303--18.152.052.050.882119.100.0343------7.992.948.152.9675.5878.89232.9574.84----0.2671102.81-6.93-3.07-56.392.83---8.11
Western Asset Mortgage Capital Corp200.95m37.97m156.29m1.004.110.7239--0.77780.62550.62553.313.550.0759--5.38--1.45-0.85251.46-0.87825.63-4.7719.11-31.93----0.9273---162.20---566.49-----30.61
Nuveen Tax-Advantaged Ttl Rtrn Strtgy Fd-100.00bn-100.00bn156.93m0.00------------------------------------------------------------
Agrico Acquisition Corp-100.00bn-100.00bn157.34m--------------------------------------------------------------
European Biotech Acquisition Corp-100.00bn-100.00bn159.72m----1.33----------7.32----------------------------0.00--------------
Newbury Street Acquisition Corp-100.00bn-100.00bn161.62m----1.25----------7.75----------------------------0.0015--------------
North Mountain Merger Corp-100.00bn-100.00bn161.68m----1.41----------6.91----------------------------0.00--------------
Tortoise Midstream Energy Fund Inc1.51m64.12m161.73m--2.520.7839--107.1211.3511.350.274236.560.0057--1.34--24.32-9.0626.12-9.11-76.95-116.634,247.04-1,947.28----0.2583---42.67-10.66-249.96-----16.44
Better World Acquisition Corp-100.00bn-100.00bn162.18m0.00--1.32----------7.62----------------------------0.00--------------
Data as of Sep 17 2021. Currency figures normalised to Nuveen Tax-Advantaged Total Return Strategy Fund's reporting currency: US Dollar USD

Institutional shareholders

17.83%Per cent of shares held by top holders
HolderShares% Held
UBS Financial Services, Inc.as of 30 Jun 2021846.50k6.11%
Heron Bay Capital Management LLCas of 30 Jun 2021582.33k4.20%
Morgan Stanley Smith Barney LLC (Investment Management)as of 30 Jun 2021438.10k3.16%
Shaker Financial Services LLCas of 30 Jun 2021211.71k1.53%
Raymond James & Associates, Inc. (Invt Mgmt)as of 30 Jun 202197.70k0.71%
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)as of 30 Jun 202183.56k0.60%
Parametric Portfolio Associates LLCas of 30 Jun 202167.79k0.49%
RBC Capital Markets LLC (Investment Management)as of 30 Jun 202155.67k0.40%
City of London Investment Management Co. Ltd.as of 30 Jun 202144.56k0.32%
LPL Financial LLCas of 30 Jun 202142.09k0.30%
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
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