United Capital Financial Advisors’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

United Capital Financial Advisors’s Portfolio JHB Stock Details JHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,700	Closed	-$113K	–	1371
2018 Q1	$113K	Hold	11,700	–	–	﹤0.01%	1268
2017 Q4	$117K	Sell	11,700 -300	-3%	-$3K	﹤0.01%	1274
2017 Q3	$121K	Sell	12,000 -2,000	-14%	-$20.2K	﹤0.01%	1269
2017 Q2	$142K	Hold	14,000	–	–	﹤0.01%	1236
2017 Q1	$140K	Sell	14,000 -14,900	-52%	-$149K	﹤0.01%	1210
2016 Q4	$286K	Sell	28,900 -20,100	-41%	-$200K	﹤0.01%	1071
2016 Q3	$496K	Buy	+49,000	New	+$495K	﹤0.01%	972

Other funds holding JHB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

United Capital Financial Advisors's JHB Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q2 2018, closing a stake of 11,700 shares — an estimated $113K sold.

United Capital Financial Advisors first reported a position in JHB in Q3 2016 and held it in 7 quarters. The position peaked at $496K in Q3 2016. 37 funds tracked by Wall St. Rank hold JHB as of Q2 2018.

United Capital Financial Advisors reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 11,700 Nuveen Corporate Income November 2021 Target Term Fund shares in Q2 2018, an estimated $113K.
United Capital Financial Advisors first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q3 2016 and held it in 7 quarters.
United Capital Financial Advisors's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $496K in Q3 2016.
37 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.