Patriot Financial Group Insurance Agency’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-1,000	Closed	-$10K	–	949
2018 Q1	$10K	Hold	1,000	–	–	0.01%	602
2017 Q4	$10K	Sell	1,000 -1,000	-50%	-$10K	0.01%	598
2017 Q3	$20K	Hold	2,000	–	–	0.02%	414
2017 Q2	$20K	Buy	+2,000	New	+$20.2K	0.02%	392

Other funds holding JHB

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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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHB Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q2 2018, closing a stake of 1,000 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in JHB in Q2 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2017. 37 funds tracked by Wall St. Rank hold JHB as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Nuveen Corporate Income November 2021 Target Term Fund shares in Q2 2018, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q2 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $20K in Q3 2017.
37 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.