Edge Wealth Management’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Edge Wealth Management’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
2018 Q4	–	Sell	-11,170	Closed	-$107K	–	640
2018 Q3	$107K	Hold	11,170	–	–	0.03%	192
2018 Q2	$105K	Buy	11,170 +670	+6%	+$6.33K	0.03%	188
2018 Q1	$101K	Sell	10,500 -1,000	-9%	-$9.44K	0.03%	160
2017 Q4	$109K	Hold	11,500	–	–	0.03%	167
2017 Q3	$114K	Buy	+11,500	New	+$115K	0.03%	161

Other funds holding JCO

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Edge Wealth Management's JCO Position: Q4 2018 in Review

Edge Wealth Management sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q4 2018, closing a stake of 11,170 shares — an estimated $107K sold.

Edge Wealth Management first reported a position in JCO in Q3 2017 and held it in 5 quarters. The position peaked at $114K in Q3 2017. 23 funds tracked by Wall St. Rank hold JCO as of Q4 2018.

Edge Wealth Management reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q4 2018 after selling out during the quarter.
Edge Wealth Management sold 11,170 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q4 2018, an estimated $107K.
Edge Wealth Management first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q3 2017 and held it in 5 quarters.
Edge Wealth Management's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $114K in Q3 2017.
23 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.