Envestnet Asset Management
JCO

Envestnet Asset Management’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Envestnet Asset 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
2020
Q1 		– Sell
-13,600
Closed -$136K – 3193
2019
Q4 		$136K Buy
13,600
+3,600
+36% +$35.5K ﹤0.01% 2973
2019
Q3 		$99K Buy
+10,000
New +$97.3K ﹤0.01% 2951

Other funds holding JCO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management's JCO Position: Q1 2020 in Review

Envestnet Asset Management sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q1 2020, closing a stake of 13,600 shares — an estimated $136K sold.

Envestnet Asset Management first reported a position in JCO in Q3 2019 and held it in 2 quarters. The position peaked at $136K in Q4 2019. 23 funds tracked by Wall St. Rank hold JCO as of Q1 2020.

  • Envestnet Asset Management reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 13,600 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q1 2020, an estimated $136K.
  • Envestnet Asset Management first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q3 2019 and held it in 2 quarters.
  • Envestnet Asset Management's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $136K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.