SPC
JCO

Sigma Planning Corp’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History

Sigma Planning Corp’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
2018
Q1 		– Sell
-16,450
Closed -$156K – 931
2017
Q4 		$156K Sell
16,450
-689
-4% -$6.81K 0.01% 791
2017
Q3 		$169K Buy
17,139
+6,139
+56% +$61.4K 0.01% 789
2017
Q2 		$110K Buy
+11,000
New +$111K 0.01% 756

Other funds holding JCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sigma Planning Corp's JCO Position: Q1 2018 in Review

Sigma Planning Corp sold out of Nuveen Credit Opportunities 2022 Target Term Fund (JCO) in Q1 2018, closing a stake of 16,450 shares — an estimated $156K sold.

Sigma Planning Corp first reported a position in JCO in Q2 2017 and held it in 3 quarters. The position peaked at $169K in Q3 2017. 15 funds tracked by Wall St. Rank hold JCO as of Q1 2018.

  • Sigma Planning Corp reported no remaining Nuveen Credit Opportunities 2022 Target Term Fund position as of Q1 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 16,450 Nuveen Credit Opportunities 2022 Target Term Fund shares in Q1 2018, an estimated $156K.
  • Sigma Planning Corp first reported a position in Nuveen Credit Opportunities 2022 Target Term Fund in Q2 2017 and held it in 3 quarters.
  • Sigma Planning Corp's Nuveen Credit Opportunities 2022 Target Term Fund position peaked at $169K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held Nuveen Credit Opportunities 2022 Target Term Fund as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.