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

Evercore 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
Q1 		– Sell
-3,000
Closed -$66K – 643
2017
Q4 		$66K Sell
3,000
-1,104
-27% -$24K ﹤0.01% 540
2017
Q3 		$88K Buy
+4,104
New +$88K ﹤0.01% 486

Other funds holding NBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Evercore Wealth Management's NBB Position: Q1 2018 in Review

Evercore Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2018, closing a stake of 3,000 shares — an estimated $66K sold.

Evercore Wealth Management first reported a position in NBB in Q3 2017 and held it in 2 quarters. The position peaked at $88K in Q3 2017. 58 funds tracked by Wall St. Rank hold NBB as of Q1 2018.

  • Evercore Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 3,000 Nuveen Taxable Municipal Income Fund shares in Q1 2018, an estimated $66K.
  • Evercore Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Evercore Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $88K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.