GKWIM
JHA

Gerber Kawasaki Wealth & Investment Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JHA Stock Details JHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-256,547
Closed -$2.53M – 131
2018
Q3 		$2.53M Sell
256,547
-57,157
-18% -$563K 0.69% 32
2018
Q2 		$3.09M Sell
313,704
-14,687
-4% -$144K 0.92% 29
2018
Q1 		$3.21M Buy
328,391
+25,383
+8% +$250K 1.04% 30
2017
Q4 		$3M Buy
303,008
+62,136
+26% +$618K 1.04% 32
2017
Q3 		$2.41M Buy
240,872
+59,793
+33% +$600K 0.88% 33
2017
Q2 		$1.82M Buy
181,079
+85,175
+89% +$864K 0.69% 36
2017
Q1 		$967K Buy
+95,904
New +$974K 0.42% 50

Gerber Kawasaki Wealth & Investment Management's JHA Position: Q4 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 256,547 shares — an estimated $2.53M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JHA in Q1 2017 and held it in 7 quarters. The position peaked at $3.21M in Q1 2018. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 256,547 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $2.53M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q1 2017 and held it in 7 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $3.21M in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.