HWP
NBD

Hefty Wealth Partners’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-125
Closed -$3K – 288
2017
Q4 		$3K Hold
125
– – ﹤0.01% 236
2017
Q3 		$3K Buy
+125
New +$2.77K ﹤0.01% 237

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefty Wealth Partners's NBD Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q1 2018, closing a stake of 125 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in NBD in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 21 funds tracked by Wall St. Rank hold NBD as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Nuveen Build Am Bond Opp Fd position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 125 Nuveen Build Am Bond Opp Fd shares in Q1 2018, an estimated $3K.
  • Hefty Wealth Partners first reported a position in Nuveen Build Am Bond Opp Fd in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Nuveen Build Am Bond Opp Fd position peaked at $3K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.