AM
NHA

Atwater Malick’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Atwater Malick’s Portfolio NHA Stock Details NHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,000
Closed -$10K – 210
2019
Q3 		$10K Buy
+1,000
New +$9.74K 0.01% 138

Other funds holding NHA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Atwater Malick's NHA Position: Q4 2019 in Review

Atwater Malick sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q4 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Atwater Malick first reported a position in NHA in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 26 funds tracked by Wall St. Rank hold NHA as of Q4 2019.

  • Atwater Malick reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 1,000 Nuveen Municipal 2021 Target Term Fund shares in Q4 2019, an estimated $10K.
  • Atwater Malick first reported a position in Nuveen Municipal 2021 Target Term Fund in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's Nuveen Municipal 2021 Target Term Fund position peaked at $10K in Q3 2019.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q4 2019.

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