Integrated Wealth Concepts’s Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share JEMD Stock Holding History

Integrated Wealth Concepts’s Portfolio JEMD Stock Details JEMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-67,446	Closed	-$533K	–	847
2021 Q1	$533K	Sell	67,446 -4,786	-7%	-$37.3K	0.02%	459
2020 Q4	$540K	Buy	72,232 +2,463	+4%	+$18.1K	0.03%	394
2020 Q3	$537K	Buy	69,769 +8	+0%	+$60	0.03%	329
2020 Q2	$499K	Sell	69,761 -4,894	-7%	-$32.1K	0.04%	282
2020 Q1	$462K	Buy	74,655 +15,231	+26%	+$128K	0.04%	234
2019 Q4	$529K	Buy	59,424 +4,195	+8%	+$37K	0.04%	257
2019 Q3	$480K	Buy	55,229 +5,641	+11%	+$50.4K	0.05%	214
2019 Q2	$438K	Buy	+49,588	New	+$433K	0.06%	200

Other funds holding JEMD

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrated Wealth Concepts's JEMD Position: Q2 2021 in Review

Integrated Wealth Concepts sold out of Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share (JEMD) in Q2 2021, closing a stake of 67,446 shares — an estimated $533K sold.

Integrated Wealth Concepts first reported a position in JEMD in Q2 2019 and held it in 8 quarters. The position peaked at $540K in Q4 2020. 21 funds tracked by Wall St. Rank hold JEMD as of Q2 2021.

Integrated Wealth Concepts reported no remaining Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share position as of Q2 2021 after selling out during the quarter.
Integrated Wealth Concepts sold 67,446 Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share shares in Q2 2021, an estimated $533K.
Integrated Wealth Concepts first reported a position in Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share in Q2 2019 and held it in 8 quarters.
Integrated Wealth Concepts's Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share position peaked at $540K in Q4 2020.
21 funds tracked by Wall St. Rank held Nuveen Emerging Markets Debt 2022 Target Term Fund, Common Shares of Beneficial Interest, $0.01 par value per share as of Q2 2021.

Based on Integrated Wealth Concepts's 13F filing for Q2 2021, filed 13 Aug 2021.