Wellspring Financial Advisors’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,850
Closed -$103K 121
2021
Q1
$103K Hold
10,850
0.05% 87
2020
Q4
$107K Hold
10,850
0.04% 91
2020
Q3
$105K Hold
10,850
0.04% 88
2020
Q2
$107K Hold
10,850
0.04% 88
2020
Q1
$103K Buy
+10,850
New +$105K 0.05% 87

Wellspring Financial Advisors's NHA Position: Q2 2021 in Review

Wellspring Financial Advisors sold out of Nuveen Municipal 2021 Target Term Fund (NHA) in Q2 2021, closing a stake of 10,850 shares — an estimated $103K sold.

Wellspring Financial Advisors first reported a position in NHA in Q1 2020 and held it in 5 quarters. The position peaked at $107K in Q4 2020. 0 funds tracked by Wall St. Rank hold NHA as of Q2 2021.

  • Wellspring Financial Advisors reported no remaining Nuveen Municipal 2021 Target Term Fund position as of Q2 2021 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,850 Nuveen Municipal 2021 Target Term Fund shares in Q2 2021, an estimated $103K.
  • Wellspring Financial Advisors first reported a position in Nuveen Municipal 2021 Target Term Fund in Q1 2020 and held it in 5 quarters.
  • Wellspring Financial Advisors's Nuveen Municipal 2021 Target Term Fund position peaked at $107K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen Municipal 2021 Target Term Fund as of Q2 2021.

Based on Wellspring Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.