NUVEEN HIGH INCOME 2020 TARG's ticker is JHY and the CUSIP is 67075L102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $322,000 | -11.5% | 34,098 | -12.8% | 0.00% | 0.0% |
| Q2 2020 | $364,000 | +149.3% | 39,098 | +135.6% | 0.00% | – |
| Q1 2020 | $146,000 | -5.8% | 16,598 | +4.4% | 0.00% | – |
| Q4 2019 | $155,000 | -1.9% | 15,898 | 0.0% | 0.00% | – |
| Q3 2019 | $158,000 | -10.2% | 15,898 | -11.2% | 0.00% | – |
| Q2 2019 | $176,000 | -57.0% | 17,898 | -56.5% | 0.00% | -100.0% |
| Q1 2019 | $409,000 | -9.9% | 41,148 | -10.1% | 0.00% | 0.0% |
| Q4 2018 | $454,000 | +2.7% | 45,748 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $442,000 | -3.1% | 45,748 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $456,000 | -5.6% | 45,598 | -7.4% | 0.00% | 0.0% |
| Q1 2018 | $483,000 | +57.8% | 49,268 | +59.4% | 0.00% | 0.0% |
| Q4 2017 | $306,000 | -14.5% | 30,918 | -12.7% | 0.00% | 0.0% |
| Q3 2017 | $358,000 | +12.9% | 35,418 | +12.9% | 0.00% | 0.0% |
| Q2 2017 | $317,000 | -74.1% | 31,378 | -74.0% | 0.00% | -87.5% |
| Q1 2017 | $1,222,000 | +16.9% | 120,504 | +17.3% | 0.01% | 0.0% |
| Q4 2016 | $1,045,000 | +4.9% | 102,718 | +7.2% | 0.01% | -11.1% |
| Q3 2016 | $996,000 | +24.8% | 95,819 | +27.1% | 0.01% | +28.6% |
| Q2 2016 | $798,000 | -41.0% | 75,375 | -43.5% | 0.01% | +75.0% |
| Q1 2016 | $1,352,000 | -1.0% | 133,424 | -2.5% | 0.00% | 0.0% |
| Q4 2015 | $1,365,000 | +138.2% | 136,804 | +140.4% | 0.00% | +33.3% |
| Q3 2015 | $573,000 | – | 56,917 | – | 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% |