Shaker Financial Services’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Shaker Financial Services’s Portfolio JCO Stock Details JCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-32,428	Closed	-$272K	–	187
2021 Q1	$272K	Sell	32,428 -183,163	-85%	-$1.52M	0.11%	147
2020 Q4	$1.73M	Buy	215,591 +205,535	+2,044%	+$1.66M	0.72%	54
2020 Q3	$79K	Buy	+10,056	New	+$82.4K	0.04%	154
2019 Q3	–	Sell	-30,000	Closed	-$286K	–	147
2019 Q2	$286K	Buy	+30,000	New	+$293K	0.15%	104
2019 Q1	–	Sell	-62,471	Closed	-$529K	–	145
2018 Q4	$529K	Buy	+62,471	New	+$575K	0.3%	84
2018 Q3	–	Sell	-12,897	Closed	-$122K	–	140
2018 Q2	$122K	Buy	+12,897	New	+$122K	0.06%	104
2018 Q1	–	Sell	-120,900	Closed	-$1.15M	–	136
2017 Q4	$1.15M	Buy	+120,900	New	+$1.19M	0.54%	62

Other funds holding JCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

Shaker Financial Services's JCO Position: Q2 2021 in Review

Shaker Financial Services sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q2 2021, closing a stake of 32,428 shares — an estimated $272K sold.

Shaker Financial Services first reported a position in JCO in Q4 2017 and held it in 7 quarters. The position peaked at $1.73M in Q4 2020. 27 funds tracked by Wall St. Rank hold JCO as of Q2 2021.

Shaker Financial Services reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q2 2021 after selling out during the quarter.
Shaker Financial Services sold 32,428 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q2 2021, an estimated $272K.
Shaker Financial Services first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q4 2017 and held it in 7 quarters.
Shaker Financial Services's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $1.73M in Q4 2020.
27 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q2 2021.

Based on Shaker Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.