PAG
JHB

Private Advisor Group’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,575
Closed -$14K – 3806
2020
Q2 		$14K Buy
+1,575
New +$13.9K ﹤0.01% 2775
2018
Q4 		– Sell
-10,269
Closed -$98K – 1630
2018
Q3 		$98K Buy
+10,269
New +$98.6K ﹤0.01% 1538

Other funds holding JHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Advisor Group's JHB Position: Q3 2020 in Review

Private Advisor Group sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q3 2020, closing a stake of 1,575 shares — an estimated $14K sold.

Private Advisor Group first reported a position in JHB in Q3 2018 and held it in 2 quarters. The position peaked at $98K in Q3 2018. 40 funds tracked by Wall St. Rank hold JHB as of Q3 2020.

  • Private Advisor Group reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,575 Nuveen Corporate Income November 2021 Target Term Fund shares in Q3 2020, an estimated $14K.
  • Private Advisor Group first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q3 2018 and held it in 2 quarters.
  • Private Advisor Group's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $98K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.