Axiom Investment Management’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Axiom Investment Management’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 Q3	–	Sell	-30,000	Closed	-$297K	–	453
2019 Q2	$297K	Hold	30,000	–	–	0.05%	293
2019 Q1	$293K	Sell	30,000 -5,000	-14%	-$48.3K	0.06%	292
2018 Q4	$312K	Buy	+35,000	New	+$329K	0.07%	265

Other funds holding JHB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Axiom Investment Management's JHB Position: Q3 2019 in Review

Axiom Investment Management sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q3 2019, closing a stake of 30,000 shares — an estimated $297K sold.

Axiom Investment Management first reported a position in JHB in Q4 2018 and held it in 3 quarters. The position peaked at $312K in Q4 2018. 43 funds tracked by Wall St. Rank hold JHB as of Q3 2019.

Axiom Investment Management reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q3 2019 after selling out during the quarter.
Axiom Investment Management sold 30,000 Nuveen Corporate Income November 2021 Target Term Fund shares in Q3 2019, an estimated $297K.
Axiom Investment Management first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q4 2018 and held it in 3 quarters.
Axiom Investment Management's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $312K in Q4 2018.
43 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.