BAM
JHA

Belpointe Asset Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Belpointe Asset 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
Q4 		– Sell
-15,197
Closed -$150K – 666
2018
Q3 		$150K Buy
15,197
+2,270
+18% +$22.3K 0.02% 532
2018
Q2 		$128K Hold
12,927
– – 0.04% 332
2018
Q1 		$127K Sell
12,927
-3,938
-23% -$38.8K 0.04% 329
2017
Q4 		$167K Buy
+16,865
New +$168K 0.04% 426

Belpointe Asset Management's JHA Position: Q4 2018 in Review

Belpointe Asset Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 15,197 shares — an estimated $150K sold.

Belpointe Asset Management first reported a position in JHA in Q4 2017 and held it in 4 quarters. The position peaked at $167K in Q4 2017. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • Belpointe Asset Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 15,197 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $150K.
  • Belpointe Asset Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q4 2017 and held it in 4 quarters.
  • Belpointe Asset Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $167K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.