Winslow Evans & Crocker’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-23,714	Closed	-$232K	–	1191
2019 Q4	$232K	Sell	23,714 -3,050	-11%	-$30.2K	0.06%	266
2019 Q3	$266K	Sell	26,764 -2,676	-9%	-$26.7K	0.07%	252
2019 Q2	$290K	Buy	29,440 +1,618	+6%	+$16.1K	0.08%	243
2019 Q1	$276K	Buy	27,822 +6,000	+27%	+$59.8K	0.08%	252
2018 Q4	$216K	Buy	+21,822	New	+$213K	0.07%	258

Other funds holding JHY

IWC

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

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

GKWIM

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Winslow Evans & Crocker's JHY Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) in Q1 2020, closing a stake of 23,714 shares — an estimated $232K sold.

Winslow Evans & Crocker first reported a position in JHY in Q4 2018 and held it in 5 quarters. The position peaked at $290K in Q2 2019. 27 funds tracked by Wall St. Rank hold JHY as of Q1 2020.

Winslow Evans & Crocker reported no remaining Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 23,714 Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest shares in Q1 2020, an estimated $232K.
Winslow Evans & Crocker first reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in Q4 2018 and held it in 5 quarters.
Winslow Evans & Crocker's Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest position peaked at $290K in Q2 2019.
27 funds tracked by Wall St. Rank held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.