CRC
JHB

Curi RMB Capital’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Curi RMB Capital’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
2020
Q3 		– Sell
-20,765
Closed -$185K – 685
2020
Q2 		$185K Sell
20,765
-131,285
-86% -$1.16M 0.01% 549
2020
Q1 		$1.31M Buy
+152,050
New +$1.46M 0.06% 249

Other funds holding JHB

Morgan Stanley
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
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Curi RMB Capital's JHB Position: Q3 2020 in Review

Curi RMB Capital sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q3 2020, closing a stake of 20,765 shares — an estimated $185K sold.

Curi RMB Capital first reported a position in JHB in Q1 2020 and held it in 2 quarters. The position peaked at $1.31M in Q1 2020. 40 funds tracked by Wall St. Rank hold JHB as of Q3 2020.

  • Curi RMB Capital reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q3 2020 after selling out during the quarter.
  • Curi RMB Capital sold 20,765 Nuveen Corporate Income November 2021 Target Term Fund shares in Q3 2020, an estimated $185K.
  • Curi RMB Capital first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q1 2020 and held it in 2 quarters.
  • Curi RMB Capital's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $1.31M in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q3 2020.

Based on Curi RMB Capital's 13F filing for Q3 2020, filed 10 Nov 2020.