Wealthspire Advisors (Maryland)’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
-1,900
Closed -$19K 2674
2018
Q3
$19K Hold
1,900
﹤0.01% 1332
2018
Q2
$19K Hold
1,900
﹤0.01% 1339
2018
Q1
$19K Hold
1,900
﹤0.01% 1321
2017
Q4
$19K Hold
1,900
﹤0.01% 1356
2017
Q3
$19K Hold
1,900
﹤0.01% 1323
2017
Q2
$19K Hold
1,900
﹤0.01% 1298
2017
Q1
$19K Hold
1,900
﹤0.01% 1112
2016
Q4
$19K Hold
1,900
﹤0.01% 1039
2016
Q3
$20K Hold
1,900
﹤0.01% 1062
2016
Q2
$20K Hold
1,900
﹤0.01% 997
2016
Q1
$19K Hold
1,900
﹤0.01% 996
2015
Q4
$19K Buy
+1,900
New +$19.2K ﹤0.01% 994

Wealthspire Advisors (Maryland)'s JHA Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen High Inc Dec 2018 Tgt Trm (JHA) in Q4 2018, closing a stake of 1,900 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in JHA in Q4 2015 and held it in 12 quarters. The position peaked at $20K in Q3 2016. 0 funds tracked by Wall St. Rank hold JHA as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen High Inc Dec 2018 Tgt Trm position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,900 Nuveen High Inc Dec 2018 Tgt Trm shares in Q4 2018, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen High Inc Dec 2018 Tgt Trm in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen High Inc Dec 2018 Tgt Trm position peaked at $20K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen High Inc Dec 2018 Tgt Trm as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.