Winslow Evans & Crocker’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$0	Buy	15,572 +1,402	+10%	+$13.4K	﹤0.01%	1372
2020 Q3	$134K	Buy	14,170 +600	+4%	+$5.62K	0.03%	321
2020 Q2	$126K	Sell	13,570 -102	-0.7%	-$955	0.03%	325
2020 Q1	$114K	Buy	13,672 +1,500	+12%	+$15.1K	0.04%	312
2019 Q4	$132K	Sell	12,172 -6	-0%	-$64	0.03%	351
2019 Q3	$126K	Hold	12,178	–	–	0.04%	353
2019 Q2	$124K	Buy	+12,178	New	+$124K	0.03%	358

Other funds holding JHAA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Winslow Evans & Crocker increased its Nuveen Corporate Income 2023 Target Term Fund (JHAA) stake by 9.9% in Q4 2020, buying an estimated $13.4K and bringing the position to 15,572 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Winslow Evans & Crocker first reported a position in JHAA in Q2 2019 and has held it in 7 quarters since. The position peaked at $134K in Q3 2020. 14 funds tracked by Wall St. Rank hold JHAA as of Q4 2020.

Winslow Evans & Crocker held 15,572 shares of Nuveen Corporate Income 2023 Target Term Fund worth $0 as of Q4 2020.
Winslow Evans & Crocker bought 1,402 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2020, an estimated $13.4K.
Nuveen Corporate Income 2023 Target Term Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1372 holding.
Winslow Evans & Crocker first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q2 2019 and has held it in 7 quarters since.
Winslow Evans & Crocker's Nuveen Corporate Income 2023 Target Term Fund position peaked at $134K in Q3 2020.
14 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2020.

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