GKWIM
JHY

Gerber Kawasaki Wealth & Investment Management’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JHY Stock Details JHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-177,078
Closed -$1.67M – 192
2020
Q3 		$1.67M Sell
177,078
-93,399
-35% -$882K 0.36% 50
2020
Q2 		$2.52M Buy
270,477
+45,507
+20% +$418K 0.56% 40
2020
Q1 		$1.98M Buy
224,970
+176,276
+362% +$1.68M 0.56% 43
2019
Q4 		$475K Sell
48,694
-300
-0.6% -$2.97K 0.12% 81
2019
Q3 		$486K Buy
48,994
+1,960
+4% +$19.6K 0.14% 78
2019
Q2 		$463K Sell
47,034
-1,000
-2% -$9.94K 0.13% 74
2019
Q1 		$476K Buy
48,034
+3,604
+8% +$35.9K 0.14% 72
2018
Q4 		$440K Buy
44,430
+9,385
+27% +$91.8K 0.15% 63
2018
Q3 		$340K Buy
35,045
+600
+2% +$5.92K 0.09% 84
2018
Q2 		$343K Buy
34,445
+2,753
+9% +$27K 0.1% 73
2018
Q1 		$310K Buy
31,692
+10,092
+47% +$99.7K 0.1% 83
2017
Q4 		$214K Buy
21,600
+200
+0.9% +$2K 0.07% 103
2017
Q3 		$216K Buy
21,400
+9,000
+73% +$90.9K 0.08% 99
2017
Q2 		$125K Buy
+12,400
New +$126K 0.05% 114

Gerber Kawasaki Wealth & Investment Management's JHY Position: Q4 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q4 2020, closing a stake of 177,078 shares — an estimated $1.67M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JHY in Q2 2017 and held it in 14 quarters. The position peaked at $2.52M in Q2 2020. 0 funds tracked by Wall St. Rank hold JHY as of Q4 2020.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q4 2020 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 177,078 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2020, an estimated $1.67M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q2 2017 and held it in 14 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $2.52M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q4 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.