Coastal Bridge Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Coastal Bridge 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
2022 Q1	–	Sell	-141,403	Closed	-$3.36M	–	196
2021 Q4	$3.36M	Buy	+141,403	New	+$3.21M	0.7%	32
2021 Q3	–	Sell	-83,327	Closed	-$1.95M	–	152
2021 Q2	$1.95M	Sell	83,327 -14,039	-14%	-$320K	0.4%	35
2021 Q1	$2.2M	Sell	97,366 -44,037	-31%	-$1.01M	0.4%	33
2020 Q4	$3.36M	Sell	141,403 -3,483	-2%	-$78.5K	0.67%	20
2020 Q3	$3.25M	Buy	144,886 +2,685	+2%	+$60.1K	0.99%	16
2020 Q2	$3.05M	Buy	142,201 +83,489	+142%	+$1.7M	0.97%	19
2020 Q1	$1.87M	Buy	+58,712	New	+$1.27M	0.69%	29
2019 Q3	–	Sell	-212,409	Closed	-$2.39M	–	158
2019 Q2	$2.39M	Buy	212,409 +2,467	+1%	+$51.4K	0.71%	20
2019 Q1	$4.31M	Buy	209,942 +95,019	+83%	+$1.89M	1.5%	9
2018 Q4	$2.23M	Buy	+114,923	New	+$2.21M	0.88%	17

Other funds holding NBB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Coastal Bridge Advisors's NBB Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2022, closing a stake of 141,403 shares — an estimated $3.36M sold.

Coastal Bridge Advisors first reported a position in NBB in Q4 2018 and held it in 10 quarters. The position peaked at $4.31M in Q1 2019. 69 funds tracked by Wall St. Rank hold NBB as of Q1 2022.

Coastal Bridge Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 141,403 Nuveen Taxable Municipal Income Fund shares in Q1 2022, an estimated $3.36M.
Coastal Bridge Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2018 and held it in 10 quarters.
Coastal Bridge Advisors's Nuveen Taxable Municipal Income Fund position peaked at $4.31M in Q1 2019.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.