B. Riley Wealth Management’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

B. Riley Wealth Management’s Portfolio JHD Stock Details JHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-69,138	Closed	-$682K	–	450
2019 Q3	$682K	Buy	69,138 +10	+0%	+$99	0.12%	169
2019 Q2	$682K	Sell	69,128 -2,615	-4%	-$25.9K	0.1%	174
2019 Q1	$710K	Buy	71,743 +444	+0.6%	+$4.4K	0.12%	168
2018 Q4	$703K	Buy	71,299 +2,553	+4%	+$25.2K	0.15%	149
2018 Q3	$678K	Buy	+68,746	New	+$677K	0.17%	123

Other funds holding JHD

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

B. Riley Wealth Management's JHD Position: Q4 2019 in Review

B. Riley Wealth Management sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2019, closing a stake of 69,138 shares — an estimated $682K sold.

B. Riley Wealth Management first reported a position in JHD in Q3 2018 and held it in 5 quarters. The position peaked at $710K in Q1 2019. 1 fund tracked by Wall St. Rank holds JHD as of Q4 2019.

B. Riley Wealth Management reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2019 after selling out during the quarter.
B. Riley Wealth Management sold 69,138 Nuveen High Income December 2019 Target Term Fund shares in Q4 2019, an estimated $682K.
B. Riley Wealth Management first reported a position in Nuveen High Income December 2019 Target Term Fund in Q3 2018 and held it in 5 quarters.
B. Riley Wealth Management's Nuveen High Income December 2019 Target Term Fund position peaked at $710K in Q1 2019.
1 fund tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.