Moloney Securities Asset Management’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Moloney Securities Asset Management’s Portfolio JHB Stock Details JHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-24,086	Closed	-$230K	–	318
2018 Q3	$230K	Sell	24,086 -1,482	-6%	-$14.2K	0.08%	248
2018 Q2	$244K	Buy	+25,568	New	+$244K	0.09%	240

Other funds holding JHB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GKWIM

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

Moloney Securities Asset Management's JHB Position: Q4 2018 in Review

Moloney Securities Asset Management sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q4 2018, closing a stake of 24,086 shares — an estimated $230K sold.

Moloney Securities Asset Management first reported a position in JHB in Q2 2018 and held it in 2 quarters. The position peaked at $244K in Q2 2018. 46 funds tracked by Wall St. Rank hold JHB as of Q4 2018.

Moloney Securities Asset Management reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q4 2018 after selling out during the quarter.
Moloney Securities Asset Management sold 24,086 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2018, an estimated $230K.
Moloney Securities Asset Management first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q2 2018 and held it in 2 quarters.
Moloney Securities Asset Management's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $244K in Q2 2018.
46 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2018.

Based on Moloney Securities Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.