Seizert Capital Partners’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Seizert Capital Partners’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
2019 Q4	–	Sell	-24,745	Closed	-$245K	–	230
2019 Q3	$245K	Hold	24,745	–	–	0.01%	186
2019 Q2	$245K	Hold	24,745	–	–	0.01%	196
2019 Q1	$242K	Hold	24,745	–	–	0.01%	200
2018 Q4	$220K	Hold	24,745	–	–	0.01%	199
2018 Q3	$236K	Hold	24,745	–	–	0.01%	211
2018 Q2	$239K	Hold	24,745	–	–	0.01%	207
2018 Q1	$239K	Buy	+24,745	New	+$241K	0.01%	207

Other funds holding JHB

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

GKWIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Seizert Capital Partners's JHB Position: Q4 2019 in Review

Seizert Capital Partners sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q4 2019, closing a stake of 24,745 shares — an estimated $245K sold.

Seizert Capital Partners first reported a position in JHB in Q1 2018 and held it in 7 quarters. The position peaked at $245K in Q3 2019. 42 funds tracked by Wall St. Rank hold JHB as of Q4 2019.

Seizert Capital Partners reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q4 2019 after selling out during the quarter.
Seizert Capital Partners sold 24,745 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2019, an estimated $245K.
Seizert Capital Partners first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q1 2018 and held it in 7 quarters.
Seizert Capital Partners's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $245K in Q3 2019.
42 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2019.

Based on Seizert Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.