FA
NBB icon

Financial Advantage’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Financial Advantage’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
2013
Q3 		– Sell
-250
Closed -$5K – 224
2013
Q2 		$5K Buy
+250
New +$5.2K ﹤0.01% 171

Other funds holding NBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Financial Advantage's NBB Position: Q3 2013 in Review

Financial Advantage sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2013, closing a stake of 250 shares — an estimated $5K sold.

Financial Advantage first reported a position in NBB in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 40 funds tracked by Wall St. Rank hold NBB as of Q3 2013.

  • Financial Advantage reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • Financial Advantage sold 250 Nuveen Taxable Municipal Income Fund shares in Q3 2013, an estimated $5K.
  • Financial Advantage first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • Financial Advantage's Nuveen Taxable Municipal Income Fund position peaked at $5K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2013.

Based on Financial Advantage's 13F filing for Q3 2013, filed 5 Nov 2013.