TRUE Private Wealth Advisors’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

TRUE Private Wealth Advisors’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	-3,156	Closed	-$31K	–	764
2020 Q4	$31K	Hold	3,156	–	–	0.01%	405
2020 Q3	$30K	Hold	3,156	–	–	0.01%	387
2020 Q2	$31K	Hold	3,156	–	–	0.01%	372
2020 Q1	$29K	Hold	3,156	–	–	0.01%	342
2019 Q4	$30K	Buy	+3,156	New	+$30.9K	﹤0.01%	433
2019 Q3	–	Sell	-1,086	Closed	-$10K	–	798
2019 Q2	$10K	Buy	+1,086	New	+$10.5K	﹤0.01%	552
2018 Q4	–	Sell	-2,215	Closed	-$21K	–	1016
2018 Q3	$21K	Buy	+2,215	New	+$21K	﹤0.01%	597

Other funds holding NHA

WFA

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

TRUE Private Wealth Advisors's NHA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q1 2021, closing a stake of 3,156 shares — an estimated $31K sold.

TRUE Private Wealth Advisors first reported a position in NHA in Q3 2018 and held it in 7 quarters. The position peaked at $31K in Q4 2020. 1 fund tracked by Wall St. Rank holds NHA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,156 Nuveen Municipal 2021 Target Term Fund shares in Q1 2021, an estimated $31K.
TRUE Private Wealth Advisors first reported a position in Nuveen Municipal 2021 Target Term Fund in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Nuveen Municipal 2021 Target Term Fund position peaked at $31K in Q4 2020.
1 fund tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.