American Institute for Advanced Investment Management’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

American Institute for Advanced Investment Management’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,350	Closed	-$96.8K	–	124
2023 Q2	$96.8K	Sell	10,350 -400	-4%	-$3.71K	0.08%	116
2023 Q1	$98.8K	Sell	10,750 -3,500	-25%	-$32.2K	0.11%	99
2022 Q4	$129K	Hold	14,250	–	–	0.12%	105
2022 Q3	$128K	Hold	14,250	–	–	0.12%	101
2022 Q2	$126K	Hold	14,250	–	–	0.11%	110
2022 Q1	$135K	Hold	14,250	–	–	0.1%	118
2021 Q4	$142K	Hold	14,250	–	–	0.1%	124
2021 Q3	$141K	Buy	14,250 +3,600	+34%	+$35.8K	0.1%	119
2021 Q2	$106K	Buy	+10,650	New	+$107K	0.07%	115

Other funds holding JHAA

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

American Institute for Advanced Investment Management's JHAA Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q3 2023, closing a stake of 10,350 shares — an estimated $96.8K sold.

American Institute for Advanced Investment Management first reported a position in JHAA in Q2 2021 and held it in 9 quarters. The position peaked at $142K in Q4 2021. 33 funds tracked by Wall St. Rank hold JHAA as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 10,350 Nuveen Corporate Income 2023 Target Term Fund shares in Q3 2023, an estimated $96.8K.
American Institute for Advanced Investment Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q2 2021 and held it in 9 quarters.
American Institute for Advanced Investment Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $142K in Q4 2021.
33 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.