Stifel Financial
NHA

Stifel Financial’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Stifel Financial’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
2021
Q1 		– Sell
-19,631
Closed -$194K – 3341
2020
Q4 		$194K Sell
19,631
-2,700
-12% -$26.3K ﹤0.01% 2829
2020
Q3 		$217K Buy
+22,331
New +$219K ﹤0.01% 2577
2020
Q2 		– Sell
-24,570
Closed -$232K – 3004
2020
Q1 		$232K Buy
24,570
+9,000
+58% +$87.5K ﹤0.01% 2351
2019
Q4 		$153K Buy
15,570
+1,000
+7% +$9.78K ﹤0.01% 2830
2019
Q3 		$143K Buy
14,570
+3,020
+26% +$29.4K ﹤0.01% 2719
2019
Q2 		$112K Sell
11,550
-130
-1% -$1.26K ﹤0.01% 2817
2019
Q1 		$112K Sell
11,680
-4,500
-28% -$43.1K ﹤0.01% 2687
2018
Q4 		$152K Sell
16,180
-7,071
-30% -$66.3K ﹤0.01% 2510
2018
Q3 		$220K Hold
23,251
– – ﹤0.01% 2534
2018
Q2 		$220K Buy
23,251
+3,750
+19% +$35.6K ﹤0.01% 2499
2018
Q1 		$182K Buy
+19,501
New +$186K ﹤0.01% 2496

Other funds holding NHA

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Stifel Financial's NHA Position: Q1 2021 in Review

Stifel Financial sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2021, closing a stake of 19,631 shares — an estimated $194K sold.

Stifel Financial first reported a position in NHA in Q1 2018 and held it in 11 quarters. The position peaked at $232K in Q1 2020. 1 fund tracked by Wall St. Rank holds NHA as of Q1 2021.

  • Stifel Financial reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 19,631 Nuveen Municipal 2021 Target Term Fund shares in Q1 2021, an estimated $194K.
  • Stifel Financial first reported a position in Nuveen Municipal 2021 Target Term Fund in Q1 2018 and held it in 11 quarters.
  • Stifel Financial's Nuveen Municipal 2021 Target Term Fund position peaked at $232K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.