SAM
JHA

Summit Asset Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Summit Asset Management’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
2017
Q4 		– Sell
-12,500
Closed -$126K – 110
2017
Q3 		$126K Buy
+12,500
New +$126K 0.06% 104

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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Summit Asset Management's JHA Position: Q4 2017 in Review

Summit Asset Management sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2017, closing a stake of 12,500 shares — an estimated $126K sold.

Summit Asset Management first reported a position in JHA in Q3 2017 and held it in 1 quarter. The position peaked at $126K in Q3 2017. 35 funds tracked by Wall St. Rank hold JHA as of Q4 2017.

  • Summit Asset Management reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2017 after selling out during the quarter.
  • Summit Asset Management sold 12,500 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2017, an estimated $126K.
  • Summit Asset Management first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q3 2017 and held it in 1 quarter.
  • Summit Asset Management's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $126K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2017.

Based on Summit Asset Management's 13F filing for Q4 2017, filed 6 Feb 2018.