Steward Partners Investment Advisory’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-666	Closed	-$6K	–	2797
2019 Q4	$6K	Hold	666	–	–	﹤0.01%	2213
2019 Q3	$6K	Buy	+666	New	+$6.49K	﹤0.01%	2218

Other funds holding NHA

KIM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Steward Partners Investment Advisory's NHA Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2020, closing a stake of 666 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in NHA in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 28 funds tracked by Wall St. Rank hold NHA as of Q1 2020.

Steward Partners Investment Advisory reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 666 Nuveen Municipal 2021 Target Term Fund shares in Q1 2020, an estimated $6K.
Steward Partners Investment Advisory first reported a position in Nuveen Municipal 2021 Target Term Fund in Q3 2019 and held it in 2 quarters.
Steward Partners Investment Advisory's Nuveen Municipal 2021 Target Term Fund position peaked at $6K in Q4 2019.
28 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.