NUVEEN HIGH INCOME 2020 TARG's ticker is JHY and the CUSIP is 67075L102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $936,000 | +8.3% | 99,008 | +6.6% | 0.02% | 0.0% |
| Q2 2020 | $864,000 | +1.2% | 92,848 | -4.1% | 0.02% | -5.9% |
| Q1 2020 | $854,000 | -9.7% | 96,848 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $946,000 | +11.6% | 96,848 | +13.3% | 0.02% | 0.0% |
| Q3 2019 | $848,000 | +74.8% | 85,448 | +73.8% | 0.02% | +66.7% |
| Q2 2019 | $485,000 | +336.9% | 49,178 | +339.1% | 0.01% | +350.0% |
| Q1 2019 | $111,000 | +177.5% | 11,200 | +180.0% | 0.00% | +100.0% |
| Q2 2017 | $40,000 | -37.5% | 4,000 | -37.5% | 0.00% | -50.0% |
| Q1 2017 | $64,000 | -1.5% | 6,400 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $65,000 | -3.0% | 6,400 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $67,000 | +55.8% | 6,400 | +60.0% | 0.00% | +100.0% |
| Q2 2016 | $43,000 | +7.5% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $40,000 | +2.6% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $39,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $39,000 | – | 4,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,881,845 | $17,791,000 | 1.10% |
| Arlington Capital Management, Inc. | 47,523 | $449,000 | 0.92% |
| American Institute for Advanced Investment Management, LLP | 66,806 | $632,000 | 0.57% |
| Gerber Kawasaki Wealth & Investment Management | 177,078 | $1,674,000 | 0.36% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 11,259 | $106,000 | 0.09% |
| B. Riley Wealth Management, Inc. | 36,767 | $348,000 | 0.04% |
| StoneX Group Inc. | 12,550 | $119,000 | 0.04% |
| PARK AVENUE SECURITIES LLC | 73,407 | $694,000 | 0.02% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 39,384 | $372,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 64,993 | $614,000 | 0.02% |