SDJVC
JHD

St. Denis J. Villere & Co’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

St. Denis J. Villere & Co’s Portfolio JHD Stock Details JHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,000
Closed -$147K – 53
2018
Q4 		$147K Buy
+15,000
New +$148K 0.01% 50

Other funds holding JHD

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

St. Denis J. Villere & Co's JHD Position: Q1 2019 in Review

St. Denis J. Villere & Co sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q1 2019, closing a stake of 15,000 shares — an estimated $147K sold.

St. Denis J. Villere & Co first reported a position in JHD in Q4 2018 and held it in 1 quarter. The position peaked at $147K in Q4 2018. 26 funds tracked by Wall St. Rank hold JHD as of Q1 2019.

  • St. Denis J. Villere & Co reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q1 2019 after selling out during the quarter.
  • St. Denis J. Villere & Co sold 15,000 Nuveen High Income December 2019 Target Term Fund shares in Q1 2019, an estimated $147K.
  • St. Denis J. Villere & Co first reported a position in Nuveen High Income December 2019 Target Term Fund in Q4 2018 and held it in 1 quarter.
  • St. Denis J. Villere & Co's Nuveen High Income December 2019 Target Term Fund position peaked at $147K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q1 2019.

Based on St. Denis J. Villere & Co's 13F filing for Q1 2019, filed 1 May 2019.