BRF
JHA

B. Riley Financial’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

B. Riley Financial’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
Q3 		– Sell
-14,597
Closed -$143K – 330
2018
Q2 		$143K Buy
+14,597
New +$143K 0.04% 287

Other funds holding JHA

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Financial's JHA Position: Q3 2018 in Review

B. Riley Financial sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q3 2018, closing a stake of 14,597 shares — an estimated $143K sold.

B. Riley Financial first reported a position in JHA in Q2 2018 and held it in 1 quarter. The position peaked at $143K in Q2 2018. 38 funds tracked by Wall St. Rank hold JHA as of Q3 2018.

  • B. Riley Financial reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 14,597 Nuveen High Inc Dec 2018 Tgt Trm shares in Q3 2018, an estimated $143K.
  • B. Riley Financial first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q2 2018 and held it in 1 quarter.
  • B. Riley Financial's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $143K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.