Dakota Wealth Management’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Dakota Wealth Management’s Portfolio NHA Stock Details NHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-30,081	Closed	-$297K	–	364
2020 Q4	$297K	Hold	30,081	–	–	0.04%	258
2020 Q3	$292K	Sell	30,081 -500	-2%	-$4.9K	0.05%	231
2020 Q2	$302K	Hold	30,581	–	–	0.05%	218
2020 Q1	$289K	Sell	30,581 -1,300	-4%	-$12.6K	0.06%	202
2019 Q4	$312K	Hold	31,881	–	–	0.05%	242
2019 Q3	$311K	Hold	31,881	–	–	0.05%	234
2019 Q2	$308K	Sell	31,881 -8,000	-20%	-$77.3K	0.06%	221
2019 Q1	$385K	Hold	39,881	–	–	0.08%	208
2018 Q4	$374K	Buy	39,881 +19,300	+94%	+$181K	0.08%	190
2018 Q3	$194K	Buy	+20,581	New	+$195K	0.04%	260

Other funds holding NHA

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Dakota Wealth Management's NHA Position: Q1 2021 in Review

Dakota Wealth Management sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2021, closing a stake of 30,081 shares — an estimated $297K sold.

Dakota Wealth Management first reported a position in NHA in Q3 2018 and held it in 10 quarters. The position peaked at $385K in Q1 2019. 1 fund tracked by Wall St. Rank holds NHA as of Q1 2021.

Dakota Wealth Management reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2021 after selling out during the quarter.
Dakota Wealth Management sold 30,081 Nuveen Municipal 2021 Target Term Fund shares in Q1 2021, an estimated $297K.
Dakota Wealth Management first reported a position in Nuveen Municipal 2021 Target Term Fund in Q3 2018 and held it in 10 quarters.
Dakota Wealth Management's Nuveen Municipal 2021 Target Term Fund position peaked at $385K in Q1 2019.
1 fund tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2021.

Based on Dakota Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.