EWM
JHB

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

EPG 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
2020
Q2 		– Sell
-514
Closed -$4K – 840
2020
Q1 		$4K Buy
514
+472
+1,124% +$4.52K ﹤0.01% 644
2019
Q4 		$0 Buy
+42
New +$418 ﹤0.01% 662

Other funds holding JHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $74.2B AUM 21.09% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

EPG Wealth Management's JHB Position: Q2 2020 in Review

EPG Wealth Management sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q2 2020, closing a stake of 514 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in JHB in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 41 funds tracked by Wall St. Rank hold JHB as of Q2 2020.

  • EPG Wealth Management reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 514 Nuveen Corporate Income November 2021 Target Term Fund shares in Q2 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $4K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.