SWP
JHA

Stratos Wealth Partners’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Stratos Wealth Partners’s Portfolio JHA Stock Details JHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27,217
Closed -$268K – 2979
2018
Q3 		$268K Sell
27,217
-2,720
-9% -$26.8K 0.01% 755
2018
Q2 		$296K Sell
29,937
-4,883
-14% -$48K 0.01% 755
2018
Q1 		$341K Sell
34,820
-18,980
-35% -$187K 0.01% 675
2017
Q4 		$533K Sell
53,800
-1,050
-2% -$10.4K 0.02% 509
2017
Q3 		$551K Buy
54,850
+5,800
+12% +$58.2K 0.03% 486
2017
Q2 		$493K Buy
49,050
+11,100
+29% +$113K 0.03% 458
2017
Q1 		$386K Buy
37,950
+10,750
+40% +$109K 0.02% 495
2016
Q4 		$274K Buy
27,200
+4,400
+19% +$44.9K 0.02% 542
2016
Q3 		$237K Buy
22,800
+7,600
+50% +$78K 0.02% 568
2016
Q2 		$158K Buy
15,200
+1,400
+10% +$14.3K 0.01% 585
2016
Q1 		$139K Buy
+13,800
New +$138K 0.01% 540

Stratos Wealth Partners's JHA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 27,217 shares — an estimated $268K sold.

Stratos Wealth Partners first reported a position in JHA in Q1 2016 and held it in 11 quarters. The position peaked at $551K in Q3 2017. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 27,217 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $268K.
  • Stratos Wealth Partners first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q1 2016 and held it in 11 quarters.
  • Stratos Wealth Partners's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $551K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.