IWC
JCO

Integrated Wealth Concepts’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Integrated Wealth Concepts’s Portfolio JCO Stock Details JCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-378,859
Closed -$3.02M – 1093
2022
Q1 		$3.02M Buy
378,859
+12,711
+3% +$102K 0.09% 192
2021
Q4 		$2.96M Buy
366,148
+15,842
+5% +$129K 0.09% 195
2021
Q3 		$2.87M Buy
350,306
+28,077
+9% +$232K 0.09% 188
2021
Q2 		$2.68M Sell
322,229
-6,483
-2% -$55.3K 0.09% 178
2021
Q1 		$2.76M Sell
328,712
-7,653
-2% -$63.4K 0.11% 148
2020
Q4 		$2.7M Buy
336,365
+117,059
+53% +$943K 0.13% 129
2020
Q3 		$1.73M Buy
219,306
+5,108
+2% +$41.8K 0.11% 142
2020
Q2 		$1.82M Buy
214,198
+57,688
+37% +$458K 0.13% 114
2020
Q1 		$1.25M Buy
156,510
+92,960
+146% +$871K 0.12% 120
2019
Q4 		$637K Sell
63,550
-45,214
-42% -$446K 0.05% 230
2019
Q3 		$1.07M Buy
108,764
+64,466
+146% +$627K 0.12% 118
2019
Q2 		$421K Buy
+44,298
New +$433K 0.06% 209

Integrated Wealth Concepts's JCO Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q2 2022, closing a stake of 378,859 shares — an estimated $3.02M sold.

Integrated Wealth Concepts first reported a position in JCO in Q2 2019 and held it in 12 quarters. The position peaked at $3.02M in Q1 2022. 0 funds tracked by Wall St. Rank hold JCO as of Q2 2022.

  • Integrated Wealth Concepts reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q2 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 378,859 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q2 2022, an estimated $3.02M.
  • Integrated Wealth Concepts first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q2 2019 and held it in 12 quarters.
  • Integrated Wealth Concepts's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $3.02M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.