Atlas Private Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Atlas Private Wealth Advisors’s Portfolio NBB Stock Details NBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,187	Closed	-$27K	–	504
2021 Q3	$27K	Buy	1,187 +10	+0.8%	+$234	0.01%	304
2021 Q2	$28K	Buy	1,177 +9	+0.8%	+$205	0.02%	303
2021 Q1	$26K	Buy	1,168 +6	+0.5%	+$138	0.01%	324
2020 Q4	$28K	Buy	1,162 +11	+1%	+$248	0.02%	291
2020 Q3	$26K	Buy	1,151 +8	+0.7%	+$179	0.02%	279
2020 Q2	$25K	Buy	+1,143	New	+$23.3K	0.02%	296

Other funds holding NBB

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Atlas Private Wealth Advisors's NBB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2021, closing a stake of 1,187 shares — an estimated $27K sold.

Atlas Private Wealth Advisors first reported a position in NBB in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q2 2021. 73 funds tracked by Wall St. Rank hold NBB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,187 Nuveen Taxable Municipal Income Fund shares in Q4 2021, an estimated $27K.
Atlas Private Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $28K in Q2 2021.
73 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.