B
JHD

Bridgeworth’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-2,486
Closed -$24K – 656
2018
Q2 		$24K Buy
+2,486
New +$24.4K 0.01% 361

Other funds holding JHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bridgeworth's JHD Position: Q3 2018 in Review

Bridgeworth sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q3 2018, closing a stake of 2,486 shares — an estimated $24K sold.

Bridgeworth first reported a position in JHD in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 27 funds tracked by Wall St. Rank hold JHD as of Q3 2018.

  • Bridgeworth reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 2,486 Nuveen High Income December 2019 Target Term Fund shares in Q3 2018, an estimated $24K.
  • Bridgeworth first reported a position in Nuveen High Income December 2019 Target Term Fund in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Nuveen High Income December 2019 Target Term Fund position peaked at $24K in Q2 2018.
  • 27 funds tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.