AW
JHA

ACG Wealth’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

ACG Wealth’s Portfolio JHA Stock Details JHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-38,600
Closed -$389K – 245
2015
Q4 		$389K Buy
+38,600
New +$389K 0.09% 153

Other funds holding JHA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ACG Wealth's JHA Position: Q1 2016 in Review

ACG Wealth sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q1 2016, closing a stake of 38,600 shares — an estimated $389K sold.

ACG Wealth first reported a position in JHA in Q4 2015 and held it in 1 quarter. The position peaked at $389K in Q4 2015. 15 funds tracked by Wall St. Rank hold JHA as of Q1 2016.

  • ACG Wealth reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q1 2016 after selling out during the quarter.
  • ACG Wealth sold 38,600 Nuveen High Inc Dec 2018 Tgt Trm shares in Q1 2016, an estimated $389K.
  • ACG Wealth first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q4 2015 and held it in 1 quarter.
  • ACG Wealth's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $389K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q1 2016.

Based on ACG Wealth's 13F filing for Q1 2016, filed 16 May 2016.