LPL Financial
JHA

LPL Financial’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

LPL Financial’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
Q4 		– Sell
-184,215
Closed -$1.81M – 3347
2018
Q3 		$1.81M Buy
184,215
+73,350
+66% +$722K ﹤0.01% 1248
2018
Q2 		$1.09M Buy
110,865
+5,810
+6% +$57.1K ﹤0.01% 1567
2018
Q1 		$1.03M Buy
105,055
+57,235
+120% +$564K ﹤0.01% 1585
2017
Q4 		$474K Buy
47,820
+4,950
+12% +$49.2K ﹤0.01% 2104
2017
Q3 		$430K Buy
42,870
+4,800
+13% +$48.2K ﹤0.01% 2063
2017
Q2 		$383K Sell
38,070
-144,209
-79% -$1.46M ﹤0.01% 2094
2017
Q1 		$1.84M Buy
182,279
+14,665
+9% +$149K 0.01% 893
2016
Q4 		$1.69M Sell
167,614
-8,600
-5% -$87.7K 0.01% 887
2016
Q3 		$1.82M Buy
176,214
+46,033
+35% +$473K 0.02% 825
2016
Q2 		$1.33M Buy
130,181
+37,597
+41% +$383K 0.01% 990
2016
Q1 		$931K Buy
92,584
+62,084
+204% +$621K ﹤0.01% 1726
2015
Q4 		$306K Buy
+30,500
New +$307K ﹤0.01% 2520

LPL Financial's JHA Position: Q4 2018 in Review

LPL Financial sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 184,215 shares — an estimated $1.81M sold.

LPL Financial first reported a position in JHA in Q4 2015 and held it in 12 quarters. The position peaked at $1.84M in Q1 2017. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • LPL Financial reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 184,215 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $1.81M.
  • LPL Financial first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q4 2015 and held it in 12 quarters.
  • LPL Financial's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $1.84M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.