Logan Stone Capital’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Logan Stone Capital’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,066	Closed	-$128K	–	211
2022 Q4	$128K	Sell	14,066 -13,014	-48%	-$118K	0.05%	192
2022 Q3	$244K	Sell	27,080 -39,887	-60%	-$363K	0.16%	105
2022 Q2	$593K	Sell	66,967 -54,233	-45%	-$502K	0.44%	55
2022 Q1	$1.14M	Buy	+121,200	New	+$1.17M	0.82%	30

Other funds holding JHAA

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

GKWIM

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

SIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Logan Stone Capital's JHAA Position: Q1 2023 in Review

Logan Stone Capital sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q1 2023, closing a stake of 14,066 shares — an estimated $128K sold.

Logan Stone Capital first reported a position in JHAA in Q1 2022 and held it in 4 quarters. The position peaked at $1.14M in Q1 2022. 33 funds tracked by Wall St. Rank hold JHAA as of Q1 2023.

Logan Stone Capital reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q1 2023 after selling out during the quarter.
Logan Stone Capital sold 14,066 Nuveen Corporate Income 2023 Target Term Fund shares in Q1 2023, an estimated $128K.
Logan Stone Capital first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q1 2022 and held it in 4 quarters.
Logan Stone Capital's Nuveen Corporate Income 2023 Target Term Fund position peaked at $1.14M in Q1 2022.
33 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q1 2023.

Based on Logan Stone Capital's 13F filing for Q1 2023, filed 15 May 2023.