AM
JHB

Atwater Malick’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Atwater Malick’s Portfolio JHB Stock Details JHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$5K – 209
2019
Q3 		$5K Buy
+500
New +$4.96K ﹤0.01% 180

Other funds holding JHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atwater Malick's JHB Position: Q4 2019 in Review

Atwater Malick sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q4 2019, closing a stake of 500 shares — an estimated $5K sold.

Atwater Malick first reported a position in JHB in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 42 funds tracked by Wall St. Rank hold JHB as of Q4 2019.

  • Atwater Malick reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 500 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2019, an estimated $5K.
  • Atwater Malick first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $5K in Q3 2019.
  • 42 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.