Chicago Partners Investment Group’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Chicago Partners Investment Group’s Portfolio JHB Stock Details JHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-67,449	Closed	-$633K	–	604
2021 Q2	$633K	Sell	67,449 -392	-0.6%	-$3.69K	0.05%	287
2021 Q1	$637K	Buy	67,841 +9,976	+17%	+$92.9K	0.05%	267
2020 Q4	$537K	Buy	57,865 +679	+1%	+$6.19K	0.05%	267
2020 Q3	$518K	Buy	57,186 +32,950	+136%	+$299K	0.06%	228
2020 Q2	$219K	Buy	24,236 +211	+0.9%	+$1.86K	0.03%	352
2020 Q1	$208K	Buy	24,025 +1,904	+9%	+$18.2K	0.03%	326
2019 Q4	$221K	Buy	22,121 +4,760	+27%	+$47.4K	0.03%	328
2019 Q3	$172K	Buy	+17,361	New	+$172K	0.02%	324

Other funds holding JHB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Chicago Partners Investment Group's JHB Position: Q3 2021 in Review

Chicago Partners Investment Group sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q3 2021, closing a stake of 67,449 shares — an estimated $633K sold.

Chicago Partners Investment Group first reported a position in JHB in Q3 2019 and held it in 8 quarters. The position peaked at $637K in Q1 2021. 57 funds tracked by Wall St. Rank hold JHB as of Q3 2021.

Chicago Partners Investment Group reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q3 2021 after selling out during the quarter.
Chicago Partners Investment Group sold 67,449 Nuveen Corporate Income November 2021 Target Term Fund shares in Q3 2021, an estimated $633K.
Chicago Partners Investment Group first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q3 2019 and held it in 8 quarters.
Chicago Partners Investment Group's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $637K in Q1 2021.
57 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q3 2021.

Based on Chicago Partners Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.