SWM
JHAA

Selective Wealth Management’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-2,395
Closed -$22K – 781
2022
Q3 		$22K Buy
+2,395
New +$21.8K 0.01% 418

Other funds holding JHAA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Selective Wealth Management's JHAA Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2022, closing a stake of 2,395 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in JHAA in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 31 funds tracked by Wall St. Rank hold JHAA as of Q4 2022.

  • Selective Wealth Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,395 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2022, an estimated $22K.
  • Selective Wealth Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $22K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.