CRC
JHY

Curi RMB Capital’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Curi RMB Capital’s Portfolio JHY Stock Details JHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,600
Closed -$120K – 723
2020
Q1 		$120K Buy
+13,600
New +$129K 0.01% 605

Other funds holding JHY

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Curi RMB Capital's JHY Position: Q2 2020 in Review

Curi RMB Capital sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q2 2020, closing a stake of 13,600 shares — an estimated $120K sold.

Curi RMB Capital first reported a position in JHY in Q1 2020 and held it in 1 quarter. The position peaked at $120K in Q1 2020. 27 funds tracked by Wall St. Rank hold JHY as of Q2 2020.

  • Curi RMB Capital reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q2 2020 after selling out during the quarter.
  • Curi RMB Capital sold 13,600 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q2 2020, an estimated $120K.
  • Curi RMB Capital first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q1 2020 and held it in 1 quarter.
  • Curi RMB Capital's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $120K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.