Liberty Capital Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Liberty Capital Management’s Portfolio JHA Stock Details JHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20,000	Closed	-$198K	–	262
2017 Q4	$198K	Hold	20,000	–	–	0.1%	117
2017 Q3	$200K	Hold	20,000	–	–	0.11%	120
2017 Q2	$201K	Hold	20,000	–	–	0.12%	107
2017 Q1	$204K	Hold	20,000	–	–	0.12%	109
2016 Q4	$204K	Hold	20,000	–	–	0.13%	106
2016 Q3	$206K	Buy	+20,000	New	+$205K	0.13%	107

Other funds holding JHA

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Liberty Capital Management's JHA Position: Q1 2018 in Review

Liberty Capital Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q1 2018, closing a stake of 20,000 shares — an estimated $198K sold.

Liberty Capital Management first reported a position in JHA in Q3 2016 and held it in 6 quarters. The position peaked at $206K in Q3 2016. 28 funds tracked by Wall St. Rank hold JHA as of Q1 2018.

Liberty Capital Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 20,000 Nuveen High Inc Dec 2018 Tgt Trm shares in Q1 2018, an estimated $198K.
Liberty Capital Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q3 2016 and held it in 6 quarters.
Liberty Capital Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $206K in Q3 2016.
28 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.