BI
JCO

Bramshill Investments’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Bramshill Investments’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
2021
Q3 		– Sell
-81,125
Closed -$674K – 142
2021
Q2 		$674K Buy
81,125
+21,097
+35% +$180K 0.05% 104
2021
Q1 		$504K Buy
+60,028
New +$497K 0.03% 159

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
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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bramshill Investments's JCO Position: Q3 2021 in Review

Bramshill Investments sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q3 2021, closing a stake of 81,125 shares — an estimated $674K sold.

Bramshill Investments first reported a position in JCO in Q1 2021 and held it in 2 quarters. The position peaked at $674K in Q2 2021. 28 funds tracked by Wall St. Rank hold JCO as of Q3 2021.

  • Bramshill Investments reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q3 2021 after selling out during the quarter.
  • Bramshill Investments sold 81,125 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q3 2021, an estimated $674K.
  • Bramshill Investments first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q1 2021 and held it in 2 quarters.
  • Bramshill Investments's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $674K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q3 2021.

Based on Bramshill Investments's 13F filing for Q3 2021, filed 15 Nov 2021.