AGM
JHA

Alpine Global Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Alpine Global Management’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
2018
Q2 		– Sell
-15,930
Closed -$156K – 142
2018
Q1 		$156K Sell
15,930
-14,001
-47% -$138K 0.04% 91
2017
Q4 		$297K Buy
29,931
+19,773
+195% +$197K 0.07% 109
2017
Q3 		$102K Buy
+10,158
New +$102K 0.03% 187

Other funds holding JHA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpine Global Management's JHA Position: Q2 2018 in Review

Alpine Global Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q2 2018, closing a stake of 15,930 shares — an estimated $156K sold.

Alpine Global Management first reported a position in JHA in Q3 2017 and held it in 3 quarters. The position peaked at $297K in Q4 2017. 31 funds tracked by Wall St. Rank hold JHA as of Q2 2018.

  • Alpine Global Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q2 2018 after selling out during the quarter.
  • Alpine Global Management sold 15,930 Nuveen High Inc Dec 2018 Tgt Trm shares in Q2 2018, an estimated $156K.
  • Alpine Global Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q3 2017 and held it in 3 quarters.
  • Alpine Global Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $297K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q2 2018.

Based on Alpine Global Management's 13F filing for Q2 2018, filed 15 Aug 2018.