AWM
JHA

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

Avior Wealth 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
Q1 		– Sell
-1,400
Closed -$14K – 846
2017
Q4 		$14K Hold
1,400
– – ﹤0.01% 573
2017
Q3 		$14K Hold
1,400
– – ﹤0.01% 310
2017
Q2 		$14K Hold
1,400
– – 0.01% 289
2017
Q1 		$14K Hold
1,400
– – ﹤0.01% 328
2016
Q4 		$14K Buy
+1,400
New +$14.3K 0.01% 313

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's JHA Position: Q1 2018 in Review

Avior Wealth Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q1 2018, closing a stake of 1,400 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in JHA in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q4 2017. 28 funds tracked by Wall St. Rank hold JHA as of Q1 2018.

  • Avior Wealth Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q1 2018 after selling out during the quarter.
  • Avior Wealth Management sold 1,400 Nuveen High Inc Dec 2018 Tgt Trm shares in Q1 2018, an estimated $14K.
  • Avior Wealth Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q4 2016 and held it in 5 quarters.
  • Avior Wealth Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $14K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q1 2018.

Based on Avior Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.