GKWIM
JHD

Gerber Kawasaki Wealth & Investment Management’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JHD Stock Details JHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-168,103
Closed -$1.66M – 142
2019
Q3 		$1.66M Sell
168,103
-42,490
-20% -$420K 0.48% 46
2019
Q2 		$2.08M Sell
210,593
-44,531
-17% -$440K 0.6% 40
2019
Q1 		$2.52M Buy
255,124
+8,483
+3% +$84K 0.75% 35
2018
Q4 		$2.43M Buy
246,641
+30,411
+14% +$301K 0.85% 33
2018
Q3 		$2.13M Buy
216,230
+5,535
+3% +$54.5K 0.58% 36
2018
Q2 		$2.07M Buy
210,695
+36,255
+21% +$356K 0.62% 38
2018
Q1 		$1.72M Buy
174,440
+59,905
+52% +$592K 0.55% 42
2017
Q4 		$1.15M Buy
114,535
+8,200
+8% +$82.4K 0.4% 52
2017
Q3 		$1.08M Buy
106,335
+21,680
+26% +$221K 0.39% 51
2017
Q2 		$866K Buy
84,655
+30,800
+57% +$316K 0.33% 61
2017
Q1 		$549K Buy
53,855
+31,105
+137% +$317K 0.24% 69
2016
Q4 		$229K Buy
+22,750
New +$231K 0.12% 91

Other funds holding JHD

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JHD Position: Q4 2019 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2019, closing a stake of 168,103 shares — an estimated $1.66M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JHD in Q4 2016 and held it in 12 quarters. The position peaked at $2.52M in Q1 2019. 1 fund tracked by Wall St. Rank holds JHD as of Q4 2019.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 168,103 Nuveen High Income December 2019 Target Term Fund shares in Q4 2019, an estimated $1.66M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen High Income December 2019 Target Term Fund in Q4 2016 and held it in 12 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen High Income December 2019 Target Term Fund position peaked at $2.52M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2019.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.