NUVEEN HIGH INCOME 2020 TARG's ticker is JHY and the CUSIP is 67075L102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,674,000 | -33.5% | 177,078 | -34.5% | 0.36% | -36.0% |
| Q2 2020 | $2,518,000 | +26.9% | 270,477 | +20.2% | 0.56% | -0.9% |
| Q1 2020 | $1,984,000 | +317.7% | 224,970 | +362.0% | 0.56% | +369.2% |
| Q4 2019 | $475,000 | -2.3% | 48,694 | -0.6% | 0.12% | -13.7% |
| Q3 2019 | $486,000 | +5.0% | 48,994 | +4.2% | 0.14% | +3.0% |
| Q2 2019 | $463,000 | -2.7% | 47,034 | -2.1% | 0.14% | -4.9% |
| Q1 2019 | $476,000 | +8.2% | 48,034 | +8.1% | 0.14% | -8.4% |
| Q4 2018 | $440,000 | +29.4% | 44,430 | +26.8% | 0.16% | +68.5% |
| Q3 2018 | $340,000 | -0.9% | 35,045 | +1.7% | 0.09% | -10.7% |
| Q2 2018 | $343,000 | +10.6% | 34,445 | +8.7% | 0.10% | +3.0% |
| Q1 2018 | $310,000 | +44.9% | 31,692 | +46.7% | 0.10% | +35.1% |
| Q4 2017 | $214,000 | -0.9% | 21,600 | +0.9% | 0.07% | -6.3% |
| Q3 2017 | $216,000 | +72.8% | 21,400 | +72.6% | 0.08% | +68.1% |
| Q2 2017 | $125,000 | – | 12,400 | – | 0.05% | – |
Download | ||||||
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% |