IWC
JHY

Integrated Wealth Concepts’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Integrated Wealth Concepts’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
-1,881,845
Closed -$17.8M – 662
2020
Q3 		$17.8M Sell
1,881,845
-242,965
-11% -$2.29M 1.1% 23
2020
Q2 		$19.8M Buy
2,124,810
+43,571
+2% +$400K 1.42% 18
2020
Q1 		$18.4M Buy
2,081,239
+178,199
+9% +$1.69M 1.7% 12
2019
Q4 		$18.6M Buy
1,903,040
+395,629
+26% +$3.92M 1.57% 15
2019
Q3 		$15M Buy
1,507,411
+357,340
+31% +$3.57M 1.68% 12
2019
Q2 		$11M Buy
1,150,071
+169,303
+17% +$1.68M 1.44% 21
2019
Q1 		$9.74M Buy
980,768
+352,050
+56% +$3.51M 1.65% 15
2018
Q4 		$6.24M Buy
628,718
+301,213
+92% +$2.95M 1.69% 13
2018
Q3 		$3.18M Buy
327,505
+205,877
+169% +$2.03M 0.96% 26
2018
Q2 		$1.21M Buy
+121,628
New +$1.19M 0.41% 60

Integrated Wealth Concepts's JHY Position: Q4 2020 in Review

Integrated Wealth Concepts sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q4 2020, closing a stake of 1,881,845 shares — an estimated $17.8M sold.

Integrated Wealth Concepts first reported a position in JHY in Q2 2018 and held it in 10 quarters. The position peaked at $19.8M in Q2 2020. 0 funds tracked by Wall St. Rank hold JHY as of Q4 2020.

  • Integrated Wealth Concepts 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.
  • Integrated Wealth Concepts sold 1,881,845 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2020, an estimated $17.8M.
  • Integrated Wealth Concepts first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q2 2018 and held it in 10 quarters.
  • Integrated Wealth Concepts's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $19.8M 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 Integrated Wealth Concepts's 13F filing for Q4 2020, filed 12 Feb 2021.