DWM
JHB

Dynasty Wealth Management’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Dynasty Wealth Management’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
2018
Q1 		– Sell
-10,000
Closed -$100K – 102
2017
Q4 		$100K Buy
+10,000
New +$100K 0.17% 95

Other funds holding JHB

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Dynasty Wealth Management's JHB Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q1 2018, closing a stake of 10,000 shares — an estimated $100K sold.

Dynasty Wealth Management first reported a position in JHB in Q4 2017 and held it in 1 quarter. The position peaked at $100K in Q4 2017. 28 funds tracked by Wall St. Rank hold JHB as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 10,000 Nuveen Corporate Income November 2021 Target Term Fund shares in Q1 2018, an estimated $100K.
  • Dynasty Wealth Management first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $100K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.