ACI
NBD

Alpha Cubed Investments’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Alpha Cubed Investments’s Portfolio NBD Stock Details NBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-15,503
Closed -$334K – 246
2017
Q2 		$334K Buy
15,503
+4,631
+43% +$100K 0.06% 151
2017
Q1 		$235K Buy
+10,872
New +$231K 0.05% 173

Other funds holding NBD

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Alpha Cubed Investments's NBD Position: Q3 2017 in Review

Alpha Cubed Investments sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q3 2017, closing a stake of 15,503 shares — an estimated $334K sold.

Alpha Cubed Investments first reported a position in NBD in Q1 2017 and held it in 2 quarters. The position peaked at $334K in Q2 2017. 22 funds tracked by Wall St. Rank hold NBD as of Q3 2017.

  • Alpha Cubed Investments reported no remaining Nuveen Build Am Bond Opp Fd position as of Q3 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 15,503 Nuveen Build Am Bond Opp Fd shares in Q3 2017, an estimated $334K.
  • Alpha Cubed Investments first reported a position in Nuveen Build Am Bond Opp Fd in Q1 2017 and held it in 2 quarters.
  • Alpha Cubed Investments's Nuveen Build Am Bond Opp Fd position peaked at $334K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q3 2017.

Based on Alpha Cubed Investments's 13F filing for Q3 2017, filed 23 Oct 2017.