Ladenburg Thalmann Financial Services’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$509K	Sell	52,008 -834	-2%	-$8.27K	﹤0.01%	1800
2019 Q3	$525K	Buy	52,842 +1,559	+3%	+$15.6K	﹤0.01%	1727
2019 Q2	$506K	Sell	51,283 -3,667	-7%	-$36.5K	﹤0.01%	1736
2019 Q1	$546K	Hold	54,950	–	–	﹤0.01%	1630
2018 Q4	$545K	Sell	54,950 -7,650	-12%	-$74.8K	﹤0.01%	1473
2018 Q3	$605K	Sell	62,600 -350	-0.6%	-$3.45K	0.01%	1461
2018 Q2	$618K	Hold	62,950	–	–	0.01%	1409
2018 Q1	$618K	Buy	62,950 +5,500	+10%	+$54.3K	0.01%	1409
2017 Q4	$569K	Buy	57,450 +5,500	+11%	+$55K	0.01%	1454
2017 Q3	$525K	Sell	51,950 -8,500	-14%	-$85.9K	0.01%	1434
2017 Q2	$610K	Buy	60,450 +16,250	+37%	+$165K	0.01%	1261
2017 Q1	$448K	Buy	44,200 +19,800	+81%	+$202K	0.01%	1381
2016 Q4	$249K	Hold	24,400	–	–	﹤0.01%	1664
2016 Q3	$257K	Hold	24,400	–	–	﹤0.01%	1581
2016 Q2	$264K	Buy	24,400 +8,475	+53%	+$87.2K	﹤0.01%	1492
2016 Q1	$161K	Buy	15,925 +8,881	+126%	+$89.4K	﹤0.01%	1756
2015 Q4	$70K	Buy	7,044 +4,538	+181%	+$46.1K	﹤0.01%	2322
2015 Q3	$25K	Buy	+2,506	New	+$25.3K	﹤0.01%	2970

Other funds holding JHY

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

SWP

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

Ladenburg Thalmann Financial Services's JHY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) stake by 1.6% in Q4 2019, selling an estimated $8.27K and leaving 52,008 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Ladenburg Thalmann Financial Services first reported a position in JHY in Q3 2015 and has held it in 18 quarters since. The position peaked at $618K in Q2 2018. 29 funds tracked by Wall St. Rank hold JHY as of Q4 2019.

Ladenburg Thalmann Financial Services held 52,008 shares of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest worth $509K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 834 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2019, an estimated $8.27K.
Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1800 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q3 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $618K in Q2 2018.
29 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.