B. Riley Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

B. Riley Wealth Management’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 Q1	–	Sell	-11,478	Closed	-$273K	–	464
2020 Q4	$273K	Sell	11,478 -1,902	-14%	-$42.9K	0.04%	276
2020 Q3	$300K	Buy	13,380 +2,209	+20%	+$49.4K	0.04%	296
2020 Q2	$240K	Sell	11,171 -2,209	-17%	-$45K	0.03%	343
2020 Q1	$256K	Buy	13,380 +2,209	+20%	+$47.6K	0.03%	388
2019 Q4	$244K	Hold	11,171	–	–	0.04%	323
2019 Q3	$249K	Hold	11,171	–	–	0.04%	311
2019 Q2	$237K	Sell	11,171 -1,051	-9%	-$21.9K	0.04%	327
2019 Q1	$251K	Sell	12,222 -4,925	-29%	-$98.1K	0.04%	307
2018 Q4	$332K	Buy	+17,147	New	+$329K	0.07%	234
2014 Q2	–	Sell	-202	Closed	-$4K	–	1142
2014 Q1	$4K	Buy	+202	New	+$3.88K	﹤0.01%	913

Other funds holding NBB

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

RJFSA

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

B. Riley Wealth Management's NBB Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2021, closing a stake of 11,478 shares — an estimated $273K sold.

B. Riley Wealth Management first reported a position in NBB in Q1 2014 and held it in 10 quarters. The position peaked at $332K in Q4 2018. 73 funds tracked by Wall St. Rank hold NBB as of Q1 2021.

B. Riley Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Management sold 11,478 Nuveen Taxable Municipal Income Fund shares in Q1 2021, an estimated $273K.
B. Riley Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2014 and held it in 10 quarters.
B. Riley Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $332K in Q4 2018.
73 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.