RFA
JHY

Reilly Financial Advisors’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Reilly Financial Advisors’s Portfolio JHY Stock Details JHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,174
Closed -$12K – 1002
2019
Q2 		$12K Buy
+1,174
New +$11.7K ﹤0.01% 642

Other funds holding JHY

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Reilly Financial Advisors's JHY Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q3 2019, closing a stake of 1,174 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in JHY in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 25 funds tracked by Wall St. Rank hold JHY as of Q3 2019.

  • Reilly Financial Advisors reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,174 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q3 2019, an estimated $12K.
  • Reilly Financial Advisors first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q2 2019 and held it in 1 quarter.
  • Reilly Financial Advisors's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $12K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.