SWP
JHD

Stratos Wealth Partners’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Stratos Wealth Partners’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
-27,525
Closed -$271K – 1031
2019
Q3 		$271K Sell
27,525
-1,900
-6% -$18.8K 0.01% 758
2019
Q2 		$290K Sell
29,425
-1,600
-5% -$15.8K 0.01% 749
2019
Q1 		$307K Sell
31,025
-1,200
-4% -$11.9K 0.01% 697
2018
Q4 		$318K Buy
+32,225
New +$319K 0.02% 650
2018
Q3 		– Sell
-32,625
Closed -$321K – 3106
2018
Q2 		$321K Buy
32,625
+2,000
+7% +$19.7K 0.01% 716
2018
Q1 		$302K Hold
30,625
– – 0.01% 719
2017
Q4 		$307K Buy
30,625
+2,400
+9% +$24.1K 0.01% 703
2017
Q3 		$286K Buy
+28,225
New +$288K 0.01% 711
2017
Q1 		– Sell
-18,300
Closed -$185K – 880
2016
Q4 		$185K Buy
+18,300
New +$186K 0.01% 660

Other funds holding JHD

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

Stratos Wealth Partners's JHD Position: Q4 2019 in Review

Stratos Wealth Partners sold out of Nuveen High Income December 2019 Target Term Fund (JHD) in Q4 2019, closing a stake of 27,525 shares — an estimated $271K sold.

Stratos Wealth Partners first reported a position in JHD in Q4 2016 and held it in 9 quarters. The position peaked at $321K in Q2 2018. 1 fund tracked by Wall St. Rank holds JHD as of Q4 2019.

  • Stratos Wealth Partners reported no remaining Nuveen High Income December 2019 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Stratos Wealth Partners sold 27,525 Nuveen High Income December 2019 Target Term Fund shares in Q4 2019, an estimated $271K.
  • Stratos Wealth Partners first reported a position in Nuveen High Income December 2019 Target Term Fund in Q4 2016 and held it in 9 quarters.
  • Stratos Wealth Partners's Nuveen High Income December 2019 Target Term Fund position peaked at $321K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Nuveen High Income December 2019 Target Term Fund as of Q4 2019.

Based on Stratos Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.