D.A. Davidson & Co’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

D.A. Davidson & Co’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
2021 Q3	–	Sell	-11,550	Closed	-$96K	–	1249
2021 Q2	$96K	Hold	11,550	–	–	﹤0.01%	1166
2021 Q1	$97K	Sell	11,550 -725	-6%	-$6K	﹤0.01%	1129
2020 Q4	$99K	Sell	12,275 -2,025	-14%	-$16.3K	﹤0.01%	998
2020 Q3	$113K	Hold	14,300	–	–	﹤0.01%	919
2020 Q2	$122K	Sell	14,300 -1,568	-10%	-$12.4K	﹤0.01%	895
2020 Q1	$127K	Hold	15,868	–	–	﹤0.01%	917
2019 Q4	$159K	Buy	+15,868	New	+$157K	﹤0.01%	970

Other funds holding JCO

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

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

IWC

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

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

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

D.A. Davidson & Co's JCO Position: Q3 2021 in Review

D.A. Davidson & Co sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q3 2021, closing a stake of 11,550 shares — an estimated $96K sold.

D.A. Davidson & Co first reported a position in JCO in Q4 2019 and held it in 7 quarters. The position peaked at $159K in Q4 2019. 28 funds tracked by Wall St. Rank hold JCO as of Q3 2021.

D.A. Davidson & Co reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q3 2021 after selling out during the quarter.
D.A. Davidson & Co sold 11,550 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q3 2021, an estimated $96K.
D.A. Davidson & Co first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q4 2019 and held it in 7 quarters.
D.A. Davidson & Co's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $159K in Q4 2019.
28 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q3 2021.

Based on D.A. Davidson & Co's 13F filing for Q3 2021, filed 15 Nov 2021.