Stifel Financial
JHD

Stifel Financial’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Stifel Financial’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
Q4 		– Sell
-85,224
Closed -$846K – 3161
2019
Q3 		$846K Buy
85,224
+1,068
+1% +$10.6K ﹤0.01% 1857
2019
Q2 		$835K Buy
84,156
+75
+0.1% +$742 ﹤0.01% 1915
2019
Q1 		$834K Sell
84,081
-1,084
-1% -$10.7K ﹤0.01% 1763
2018
Q4 		$844K Buy
85,165
+49,474
+139% +$489K ﹤0.01% 1639
2018
Q3 		$353K Buy
35,691
+2,380
+7% +$23.4K ﹤0.01% 2263
2018
Q2 		$329K Sell
33,311
-1,892
-5% -$18.6K ﹤0.01% 2244
2018
Q1 		$348K Sell
35,203
-23,929
-40% -$236K ﹤0.01% 2168
2017
Q4 		$592K Sell
59,132
-1,488
-2% -$15K ﹤0.01% 1816
2017
Q3 		$612K Sell
60,620
-23,637
-28% -$241K ﹤0.01% 1762
2017
Q2 		$860K Buy
84,257
+12,096
+17% +$124K ﹤0.01% 1548
2017
Q1 		$736K Sell
72,161
-1,634
-2% -$16.7K ﹤0.01% 1615
2016
Q4 		$747K Buy
+73,795
New +$748K ﹤0.01% 1562

Other funds holding JHD

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Stifel Financial's JHD Position: Q4 2019 in Review

Stifel Financial sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2019, closing a stake of 85,224 shares — an estimated $846K sold.

Stifel Financial first reported a position in JHD in Q4 2016 and held it in 12 quarters. The position peaked at $860K in Q2 2017. 1 fund tracked by Wall St. Rank holds JHD as of Q4 2019.

  • Stifel Financial reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Stifel Financial sold 85,224 Nuveen High Income December 2019 Target Term Fund shares in Q4 2019, an estimated $846K.
  • Stifel Financial first reported a position in Nuveen High Income December 2019 Target Term Fund in Q4 2016 and held it in 12 quarters.
  • Stifel Financial's Nuveen High Income December 2019 Target Term Fund position peaked at $860K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2019.

Based on Stifel Financial's 13F filing for Q4 2019, filed 13 Feb 2020.