CBT
JCO

Capital Bank & Trust’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Capital Bank & Trust’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
2019
Q3 		– Sell
-4,300
Closed -$41K – 866
2019
Q2 		$41K Buy
+4,300
New +$42K ﹤0.01% 448

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Bank & Trust's JCO Position: Q3 2019 in Review

Capital Bank & Trust sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q3 2019, closing a stake of 4,300 shares — an estimated $41K sold.

Capital Bank & Trust first reported a position in JCO in Q2 2019 and held it in 1 quarter. The position peaked at $41K in Q2 2019. 28 funds tracked by Wall St. Rank hold JCO as of Q3 2019.

  • Capital Bank & Trust reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 4,300 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q3 2019, an estimated $41K.
  • Capital Bank & Trust first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q2 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $41K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q3 2019.

Based on Capital Bank & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.