CA
NBD

Cornerstone Advisors’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Cornerstone Advisors’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
2014
Q1 		– Sell
-18,441
Closed -$358K – 289
2013
Q4 		$358K Sell
18,441
-31,796
-63% -$604K 0.09% 208
2013
Q3 		$931K Sell
50,237
-25,425
-34% -$486K 0.3% 101
2013
Q2 		$1.51M Buy
+75,662
New +$1.64M 0.59% 51

Other funds holding NBD

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors's NBD Position: Q1 2014 in Review

Cornerstone Advisors sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q1 2014, closing a stake of 18,441 shares — an estimated $358K sold.

Cornerstone Advisors first reported a position in NBD in Q2 2013 and held it in 3 quarters. The position peaked at $1.51M in Q2 2013. 27 funds tracked by Wall St. Rank hold NBD as of Q1 2014.

  • Cornerstone Advisors reported no remaining Nuveen Build Am Bond Opp Fd position as of Q1 2014 after selling out during the quarter.
  • Cornerstone Advisors sold 18,441 Nuveen Build Am Bond Opp Fd shares in Q1 2014, an estimated $358K.
  • Cornerstone Advisors first reported a position in Nuveen Build Am Bond Opp Fd in Q2 2013 and held it in 3 quarters.
  • Cornerstone Advisors's Nuveen Build Am Bond Opp Fd position peaked at $1.51M in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q1 2014.

Based on Cornerstone Advisors's 13F filing for Q1 2014, filed 7 May 2014.