Osaic Holdings
JHAA

Osaic Holdings’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Osaic Holdings’s Portfolio JHAA Stock Details JHAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,000
Closed -$20K – 7192
2021
Q1 		$20K Sell
2,000
-2,500
-56% -$24.8K ﹤0.01% 5488
2020
Q4 		$43K Buy
4,500
+1,700
+61% +$16.2K ﹤0.01% 4659
2020
Q3 		$26K Buy
+2,800
New +$26.2K ﹤0.01% 4765

Other funds holding JHAA

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings's JHAA Position: Q2 2021 in Review

Osaic Holdings sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2021, closing a stake of 2,000 shares — an estimated $20K sold.

Osaic Holdings first reported a position in JHAA in Q3 2020 and held it in 3 quarters. The position peaked at $43K in Q4 2020. 16 funds tracked by Wall St. Rank hold JHAA as of Q2 2021.

  • Osaic Holdings reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q2 2021 after selling out during the quarter.
  • Osaic Holdings sold 2,000 Nuveen Corporate Income 2023 Target Term Fund shares in Q2 2021, an estimated $20K.
  • Osaic Holdings first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q3 2020 and held it in 3 quarters.
  • Osaic Holdings's Nuveen Corporate Income 2023 Target Term Fund position peaked at $43K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2021.

Based on Osaic Holdings's 13F filing for Q2 2021, filed 2 Aug 2021.