Magnus Financial Group’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-35,169	Closed	-$347K	–	374
2020 Q4	$347K	Sell	35,169 -207	-0.6%	-$2.02K	0.03%	193
2020 Q3	$344K	Buy	35,376 +20	+0.1%	+$196	0.04%	171
2020 Q2	$349K	Buy	35,356 +1,006	+3%	+$9.71K	0.04%	285
2020 Q1	$325K	Buy	34,350 +8,522	+33%	+$82.8K	0.04%	247
2019 Q4	$253K	Buy	25,828 +7,588	+42%	+$74.2K	0.04%	384
2019 Q3	$178K	Buy	18,240 +5,240	+40%	+$51.1K	0.03%	464
2019 Q2	$125K	Buy	+13,000	New	+$126K	0.02%	496

Other funds holding NHA

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Magnus Financial Group's NHA Position: Q1 2021 in Review

Magnus Financial Group sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2021, closing a stake of 35,169 shares — an estimated $347K sold.

Magnus Financial Group first reported a position in NHA in Q2 2019 and held it in 7 quarters. The position peaked at $349K in Q2 2020. 1 fund tracked by Wall St. Rank holds NHA as of Q1 2021.

Magnus Financial Group reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2021 after selling out during the quarter.
Magnus Financial Group sold 35,169 Nuveen Municipal 2021 Target Term Fund shares in Q1 2021, an estimated $347K.
Magnus Financial Group first reported a position in Nuveen Municipal 2021 Target Term Fund in Q2 2019 and held it in 7 quarters.
Magnus Financial Group's Nuveen Municipal 2021 Target Term Fund position peaked at $349K in Q2 2020.
1 fund tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.