Magnus Financial Group’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Magnus Financial Group’s Portfolio JHY Stock Details JHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-54,046	Closed	-$528K	–	724
2019 Q4	$528K	Buy	54,046 +1,717	+3%	+$17K	0.08%	133
2019 Q3	$520K	Sell	52,329 -2,000	-4%	-$20K	0.1%	107
2019 Q2	$536K	Buy	54,329 +6,546	+14%	+$65.1K	0.1%	105
2019 Q1	$474K	Buy	47,783 +21,783	+84%	+$217K	0.1%	118
2018 Q4	$258K	Buy	+26,000	New	+$254K	0.07%	242

Other funds holding JHY

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

GKWIM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Magnus Financial Group's JHY Position: Q1 2020 in Review

Magnus Financial Group sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q1 2020, closing a stake of 54,046 shares — an estimated $528K sold.

Magnus Financial Group first reported a position in JHY in Q4 2018 and held it in 5 quarters. The position peaked at $536K in Q2 2019. 27 funds tracked by Wall St. Rank hold JHY as of Q1 2020.

Magnus Financial Group reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 54,046 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q1 2020, an estimated $528K.
Magnus Financial Group first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q4 2018 and held it in 5 quarters.
Magnus Financial Group's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $536K in Q2 2019.
27 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.