IFP Advisors’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

IFP Advisors’s Portfolio NHA Stock Details NHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20,000	Closed	-$199K	–	4223
2017 Q3	$199K	Hold	20,000	–	–	0.01%	1151
2017 Q2	$200K	Hold	20,000	–	–	0.01%	1124
2017 Q1	$195K	Hold	20,000	–	–	0.01%	1129
2016 Q4	$198K	Hold	20,000	–	–	0.01%	1062
2016 Q3	$201K	Hold	20,000	–	–	0.01%	1009
2016 Q2	$204K	Buy	+20,000	New	+$200K	0.01%	959

Other funds holding NHA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SWP

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's NHA Position: Q4 2017 in Review

IFP Advisors sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q4 2017, closing a stake of 20,000 shares — an estimated $199K sold.

IFP Advisors first reported a position in NHA in Q2 2016 and held it in 6 quarters. The position peaked at $204K in Q2 2016. 18 funds tracked by Wall St. Rank hold NHA as of Q4 2017.

IFP Advisors reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 20,000 Nuveen Municipal 2021 Target Term Fund shares in Q4 2017, an estimated $199K.
IFP Advisors first reported a position in Nuveen Municipal 2021 Target Term Fund in Q2 2016 and held it in 6 quarters.
IFP Advisors's Nuveen Municipal 2021 Target Term Fund position peaked at $204K in Q2 2016.
18 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.