SQA
NHA

Simon Quick Advisors’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Simon Quick Advisors’s Portfolio NHA Stock Details NHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,013
Closed -$76K – 513
2020
Q1 		$76K Buy
+8,013
New +$77.9K 0.03% 146

Other funds holding NHA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Simon Quick Advisors's NHA Position: Q2 2020 in Review

Simon Quick Advisors sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q2 2020, closing a stake of 8,013 shares — an estimated $76K sold.

Simon Quick Advisors first reported a position in NHA in Q1 2020 and held it in 1 quarter. The position peaked at $76K in Q1 2020. 21 funds tracked by Wall St. Rank hold NHA as of Q2 2020.

  • Simon Quick Advisors reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 8,013 Nuveen Municipal 2021 Target Term Fund shares in Q2 2020, an estimated $76K.
  • Simon Quick Advisors first reported a position in Nuveen Municipal 2021 Target Term Fund in Q1 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Nuveen Municipal 2021 Target Term Fund position peaked at $76K in Q1 2020.
  • 21 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.