BRWM
JCO

B. Riley Wealth Management’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

B. Riley Wealth Management’s Portfolio JCO Stock Details JCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,878
Closed -$104K – 720
2021
Q4 		$104K Sell
12,878
-33,932
-72% -$276K 0.01% 628
2021
Q3 		$383K Sell
46,810
-22,559
-33% -$187K 0.03% 393
2021
Q2 		$576K Sell
69,369
-3,361
-5% -$28.6K 0.06% 213
2021
Q1 		$610K Sell
72,730
-4,287
-6% -$35.5K 0.07% 206
2020
Q4 		$619K Sell
77,017
-6,284
-8% -$50.6K 0.08% 182
2020
Q3 		$657K Buy
83,301
+5,624
+7% +$46.1K 0.08% 194
2020
Q2 		$661K Sell
77,677
-3,027
-4% -$24K 0.07% 201
2020
Q1 		$645K Sell
80,704
-28,492
-26% -$267K 0.07% 240
2019
Q4 		$1.09M Sell
109,196
-11,340
-9% -$112K 0.16% 132
2019
Q3 		$1.19M Buy
120,536
+3,067
+3% +$29.9K 0.21% 110
2019
Q2 		$1.12K Buy
117,469
+47,010
+67% +$459K 0.17% 117
2019
Q1 		$679K Buy
70,459
+2,236
+3% +$21K 0.12% 173
2018
Q4 		$577K Buy
68,223
+18,720
+38% +$172K 0.12% 170
2018
Q3 		$473K Buy
+49,503
New +$472K 0.12% 151

Other funds holding JCO

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Management's JCO Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q1 2022, closing a stake of 12,878 shares — an estimated $104K sold.

B. Riley Wealth Management first reported a position in JCO in Q3 2018 and held it in 14 quarters. The position peaked at $1.19M in Q3 2019. 34 funds tracked by Wall St. Rank hold JCO as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 12,878 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q1 2022, an estimated $104K.
  • B. Riley Wealth Management first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q3 2018 and held it in 14 quarters.
  • B. Riley Wealth Management's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $1.19M in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.