Question 1

Does Integrated Wealth Concepts own JHY stock?

Accepted Answer

No. Integrated Wealth Concepts exited its JHY (Nuveen High Income 2020 Targ) position in Q4 2020. Its Q3 2020 13F listed 1,881,845 shares worth $17.8M.

Question 2

How many shares of JHY does Integrated Wealth Concepts own?

Accepted Answer

None since Q4 2020, when Integrated Wealth Concepts exited the position. Its Q3 2020 13F listed 1,881,845 shares worth $17.8M.

Question 3

What is Integrated Wealth Concepts' JHY position worth?

Accepted Answer

Integrated Wealth Concepts' JHY position was worth $17.8M in its Q3 2020 13F, before the exit in Q4 2020.

Question 4

Is Integrated Wealth Concepts buying or selling JHY?

Accepted Answer

In Q4 2020, Integrated Wealth Concepts exited its entire JHY position.

Question 5

When did Integrated Wealth Concepts first buy JHY?

Accepted Answer

Integrated Wealth Concepts already held JHY in its Q1 2019 13F, the earliest on record, and listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q3	Decreased	1.9M	-11.4%	$17.8M	1.1%	—	0
2020-Q2	Increased	2.1M	+2.1%	$19.8M	1.4%	—	46
2020-Q1	Increased	2.1M	+9.4%	$18.4M	1.7%	—	49
2019-Q4	Increased	1.9M	+26.3%	$18.6M	1.6%	—	55
2019-Q3	Increased	1.5M	+31.1%	$15M	1.7%	—	56
2019-Q2	Increased	1.2M	+17.3%	$11M	1.4%	—	51
2019-Q1	First report	980,768	-	$9.7M	1.6%	—	0

JHJHY8 quarters

JHJHY
8 quarters