Winslow Evans & Crocker’s Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share IHIT Stock Holding History

Winslow Evans & Crocker’s Portfolio IHIT Stock Details IHIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$0	Sell	19,471 -6,720	-26%	-$54.9K	﹤0.01%	1371
2020 Q3	$208K	Sell	26,191 -2,275	-8%	-$17.8K	0.05%	264
2020 Q2	$223K	Sell	28,466 -7,000	-20%	-$53.3K	0.06%	258
2020 Q1	$288K	Buy	35,466 +13,666	+63%	+$137K	0.09%	197
2019 Q4	$230K	Hold	21,800	–	–	0.06%	267
2019 Q3	$228K	Hold	21,800	–	–	0.06%	271
2019 Q2	$228K	Hold	21,800	–	–	0.06%	275
2019 Q1	$226K	Hold	21,800	–	–	0.06%	275
2018 Q4	$216K	Buy	+21,800	New	+$218K	0.07%	256

Other funds holding IHIT

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

IWC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Winslow Evans & Crocker's IHIT Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) stake by 26% in Q4 2020, selling an estimated $54.9K and leaving 19,471 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Winslow Evans & Crocker first reported a position in IHIT in Q4 2018 and has held it in 9 quarters since. The position peaked at $288K in Q1 2020. 33 funds tracked by Wall St. Rank hold IHIT as of Q4 2020.

Winslow Evans & Crocker held 19,471 shares of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share worth $0 as of Q4 2020.
Winslow Evans & Crocker sold 6,720 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q4 2020, an estimated $54.9K.
Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1371 holding.
Winslow Evans & Crocker first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q4 2018 and has held it in 9 quarters since.
Winslow Evans & Crocker's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $288K in Q1 2020.
33 funds tracked by Wall St. Rank held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.