LFR
NHA

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

Lehman 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
2018
Q3 		$98K Hold
10,417
– – 0.05% 102
2018
Q2 		$98K Hold
10,417
– – 0.05% 86
2018
Q1 		$97K Buy
+10,417
New +$99.2K 0.05% 81

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
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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lehman Financial Resources's NHA Position: Q3 2018 in Review

Lehman Financial Resources held its Nuveen Municipal 2021 Target Term Fund (NHA) position steady in Q3 2018 at 10,417 shares worth $98K. The position accounts for 0.05% of the portfolio, ranked #102.

Lehman Financial Resources first reported a position in NHA in Q1 2018 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold NHA as of Q3 2018.

  • Lehman Financial Resources held 10,417 shares of Nuveen Municipal 2021 Target Term Fund worth $98K as of Q3 2018.
  • Lehman Financial Resources left its Nuveen Municipal 2021 Target Term Fund share count unchanged in Q3 2018.
  • Nuveen Municipal 2021 Target Term Fund made up 0.05% of Lehman Financial Resources's portfolio in Q3 2018, its #102 holding.
  • Lehman Financial Resources first reported a position in Nuveen Municipal 2021 Target Term Fund in Q1 2018 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.