LDFR
NHA

Lehman & Derafelo Financial Resources’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q2 		– Sell
-10,417
Closed -$100K – 197
2019
Q1 		$100K Hold
10,417
– – 0.04% 109
2018
Q4 		$98K Buy
+10,417
New +$97.7K 0.05% 98

Other funds holding NHA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lehman & Derafelo Financial Resources's NHA Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q2 2019, closing a stake of 10,417 shares — an estimated $100K sold.

Lehman & Derafelo Financial Resources first reported a position in NHA in Q4 2018 and held it in 2 quarters. The position peaked at $100K in Q1 2019. 23 funds tracked by Wall St. Rank hold NHA as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 10,417 Nuveen Municipal 2021 Target Term Fund shares in Q2 2019, an estimated $100K.
  • Lehman & Derafelo Financial Resources first reported a position in Nuveen Municipal 2021 Target Term Fund in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Nuveen Municipal 2021 Target Term Fund position peaked at $100K in Q1 2019.
  • 23 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.