CWM
NBD

Concert Wealth Management’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-10,132
Closed -$232K – 988
2016
Q3 		$232K Buy
+10,132
New +$232K 0.03% 585

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's NBD Position: Q4 2016 in Review

Concert Wealth Management sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q4 2016, closing a stake of 10,132 shares — an estimated $232K sold.

Concert Wealth Management first reported a position in NBD in Q3 2016 and held it in 1 quarter. The position peaked at $232K in Q3 2016. 26 funds tracked by Wall St. Rank hold NBD as of Q4 2016.

  • Concert Wealth Management reported no remaining Nuveen Build Am Bond Opp Fd position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,132 Nuveen Build Am Bond Opp Fd shares in Q4 2016, an estimated $232K.
  • Concert Wealth Management first reported a position in Nuveen Build Am Bond Opp Fd in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Nuveen Build Am Bond Opp Fd position peaked at $232K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.