Golden State Wealth Management’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Golden State Wealth 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
2019 Q3	–	Sell	-7,700	Closed	-$75K	–	1167
2019 Q2	$75K	Hold	7,700	–	–	0.02%	381
2019 Q1	$76K	Buy	+7,700	New	+$76.8K	0.03%	368

Other funds holding JHY

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Golden State Wealth Management's JHY Position: Q3 2019 in Review

Golden State Wealth Management sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q3 2019, closing a stake of 7,700 shares — an estimated $75K sold.

Golden State Wealth Management first reported a position in JHY in Q1 2019 and held it in 2 quarters. The position peaked at $76K in Q1 2019. 25 funds tracked by Wall St. Rank hold JHY as of Q3 2019.

Golden State Wealth Management reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q3 2019 after selling out during the quarter.
Golden State Wealth Management sold 7,700 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q3 2019, an estimated $75K.
Golden State Wealth Management first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q1 2019 and held it in 2 quarters.
Golden State Wealth Management's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $76K in Q1 2019.
25 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.