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Cornerstone Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Cornerstone 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
2018
Q3 		– Sell
-18,915
Closed -$920K – 1442
2018
Q2 		$920K Buy
+18,915
New +$386K 0.01% 800

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PAIM
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TIM
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KIM
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Cornerstone Wealth Management's NBB Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2018, closing a stake of 18,915 shares — an estimated $920K sold.

Cornerstone Wealth Management first reported a position in NBB in Q2 2018 and held it in 1 quarter. The position peaked at $920K in Q2 2018. 58 funds tracked by Wall St. Rank hold NBB as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 18,915 Nuveen Taxable Municipal Income Fund shares in Q3 2018, an estimated $920K.
  • Cornerstone Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $920K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.