LPL Financial
JHD

LPL Financial’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

LPL Financial’s Portfolio JHD Stock Details JHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,117
Closed -$149K – 3497
2019
Q3 		$149K Hold
15,117
– – ﹤0.01% 3089
2019
Q2 		$149K Sell
15,117
-1,900
-11% -$18.8K ﹤0.01% 3100
2019
Q1 		$168K Sell
17,017
-2,185
-11% -$21.6K ﹤0.01% 2992
2018
Q4 		$189K Sell
19,202
-3,500
-15% -$34.6K ﹤0.01% 2827
2018
Q3 		$224K Sell
22,702
-7,196
-24% -$70.8K ﹤0.01% 2914
2018
Q2 		$294K Sell
29,898
-12,981
-30% -$128K ﹤0.01% 2669
2018
Q1 		$422K Buy
42,879
+18,553
+76% +$183K ﹤0.01% 2310
2017
Q4 		$244K Sell
24,326
-2,400
-9% -$24.1K ﹤0.01% 2657
2017
Q3 		$270K Buy
26,726
+9,540
+56% +$97.4K ﹤0.01% 2454
2017
Q2 		$176K Sell
17,186
-80,715
-82% -$827K ﹤0.01% 2618
2017
Q1 		$1M Buy
97,901
+6,536
+7% +$66.6K 0.01% 1265
2016
Q4 		$923K Buy
91,365
+6,450
+8% +$65.4K 0.01% 1268
2016
Q3 		$872K Buy
84,915
+61,045
+256% +$620K 0.01% 1303
2016
Q2 		$243K Buy
+23,870
New +$241K ﹤0.01% 2242

Other funds holding JHD

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LPL Financial's JHD Position: Q4 2019 in Review

LPL Financial sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2019, closing a stake of 15,117 shares — an estimated $149K sold.

LPL Financial first reported a position in JHD in Q2 2016 and held it in 14 quarters. The position peaked at $1M in Q1 2017. 1 fund tracked by Wall St. Rank holds JHD as of Q4 2019.

  • LPL Financial reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • LPL Financial sold 15,117 Nuveen High Income December 2019 Target Term Fund shares in Q4 2019, an estimated $149K.
  • LPL Financial first reported a position in Nuveen High Income December 2019 Target Term Fund in Q2 2016 and held it in 14 quarters.
  • LPL Financial's Nuveen High Income December 2019 Target Term Fund position peaked at $1M in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2019.

Based on LPL Financial's 13F filing for Q4 2019, filed 14 Feb 2020.