Winslow Evans & Crocker’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$0	Sell	34,627 -9,655	-22%	-$88K	﹤0.01%	1378
2020 Q3	$396K	Buy	44,282 +1,035	+2%	+$9.4K	0.1%	197
2020 Q2	$386K	Sell	43,247 -5,293	-11%	-$46.7K	0.1%	191
2020 Q1	$418K	Buy	48,540 +412	+0.9%	+$3.95K	0.14%	152
2019 Q4	$482K	Sell	48,128 -1,204	-2%	-$12K	0.12%	177
2019 Q3	$488K	Buy	49,332 +1,014	+2%	+$10.1K	0.14%	165
2019 Q2	$480K	Buy	48,318 +4,626	+11%	+$45.5K	0.13%	171
2019 Q1	$428K	Buy	43,692 +12,492	+40%	+$121K	0.12%	179
2018 Q4	$278K	Buy	+31,200	New	+$293K	0.09%	216

Other funds holding JHB

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

IWC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

GKWIM

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

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

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

Winslow Evans & Crocker reduced its Nuveen Corporate Income November 2021 Target Term Fund (JHB) stake by 22% in Q4 2020, selling an estimated $88K and leaving 34,627 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Winslow Evans & Crocker first reported a position in JHB in Q4 2018 and has held it in 9 quarters since. The position peaked at $488K in Q3 2019. 52 funds tracked by Wall St. Rank hold JHB as of Q4 2020.

Winslow Evans & Crocker held 34,627 shares of Nuveen Corporate Income November 2021 Target Term Fund worth $0 as of Q4 2020.
Winslow Evans & Crocker sold 9,655 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2020, an estimated $88K.
Nuveen Corporate Income November 2021 Target Term Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1378 holding.
Winslow Evans & Crocker first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q4 2018 and has held it in 9 quarters since.
Winslow Evans & Crocker's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $488K in Q3 2019.
52 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2020.

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