Wealthcare Advisory Partners’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

Wealthcare Advisory Partners’s Portfolio JHY Stock Details JHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,245	Closed	-$46K	–	1518
2020 Q1	$46K	Buy	5,245 +18	+0.3%	+$171	0.01%	527
2019 Q4	$51K	Buy	5,227 +49	+0.9%	+$486	0.01%	545
2019 Q3	$51K	Buy	+5,178	New	+$51.7K	0.01%	533

Other funds holding JHY

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wealthcare Advisory Partners's JHY Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q2 2020, closing a stake of 5,245 shares — an estimated $46K sold.

Wealthcare Advisory Partners first reported a position in JHY in Q3 2019 and held it in 3 quarters. The position peaked at $51K in Q4 2019. 27 funds tracked by Wall St. Rank hold JHY as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,245 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q2 2020, an estimated $46K.
Wealthcare Advisory Partners first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q3 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $51K in Q4 2019.
27 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.