Valeo Financial Advisors’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-300
Closed -$3K 1875
2018
Q3
$3K Buy
+300
New +$2.95K ﹤0.01% 1412

Valeo Financial Advisors's JHA Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 300 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in JHA in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Nuveen High Inc Dec 2018 Tgt Trm position peaked at $3K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.