IWC
NHA

Integrated Wealth Concepts’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Integrated Wealth Concepts’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
2021
Q1 		– Sell
-61,293
Closed -$605K – 773
2020
Q4 		$605K Buy
61,293
+20,090
+49% +$196K 0.03% 370
2020
Q3 		$400K Buy
41,203
+8,847
+27% +$86.7K 0.02% 395
2020
Q2 		$320K Buy
32,356
+10,518
+48% +$102K 0.02% 381
2020
Q1 		$206K Sell
21,838
-2,424
-10% -$23.6K 0.02% 388
2019
Q4 		$237K Buy
24,262
+2,956
+14% +$28.9K 0.02% 419
2019
Q3 		$208K Buy
21,306
+2,797
+15% +$27.3K 0.02% 400
2019
Q2 		$108K Buy
+18,509
New +$179K 0.01% 377

Other funds holding NHA

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Integrated Wealth Concepts's NHA Position: Q1 2021 in Review

Integrated Wealth Concepts sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2021, closing a stake of 61,293 shares — an estimated $605K sold.

Integrated Wealth Concepts first reported a position in NHA in Q2 2019 and held it in 7 quarters. The position peaked at $605K in Q4 2020. 1 fund tracked by Wall St. Rank holds NHA as of Q1 2021.

  • Integrated Wealth Concepts reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 61,293 Nuveen Municipal 2021 Target Term Fund shares in Q1 2021, an estimated $605K.
  • Integrated Wealth Concepts first reported a position in Nuveen Municipal 2021 Target Term Fund in Q2 2019 and held it in 7 quarters.
  • Integrated Wealth Concepts's Nuveen Municipal 2021 Target Term Fund position peaked at $605K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2021.

Based on Integrated Wealth Concepts's 13F filing for Q1 2021, filed 13 May 2021.