IA
NBD

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

IFP 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
2017
Q1 		– Sell
-4,018
Closed -$84K – 4249
2016
Q4 		$84K Sell
4,018
-3,560
-47% -$75.3K ﹤0.01% 1562
2016
Q3 		$173K Hold
7,578
– – 0.01% 1071
2016
Q2 		$172K Buy
+7,578
New +$167K 0.01% 1051

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's NBD Position: Q1 2017 in Review

IFP Advisors sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q1 2017, closing a stake of 4,018 shares — an estimated $84K sold.

IFP Advisors first reported a position in NBD in Q2 2016 and held it in 3 quarters. The position peaked at $173K in Q3 2016. 24 funds tracked by Wall St. Rank hold NBD as of Q1 2017.

  • IFP Advisors reported no remaining Nuveen Build Am Bond Opp Fd position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 4,018 Nuveen Build Am Bond Opp Fd shares in Q1 2017, an estimated $84K.
  • IFP Advisors first reported a position in Nuveen Build Am Bond Opp Fd in Q2 2016 and held it in 3 quarters.
  • IFP Advisors's Nuveen Build Am Bond Opp Fd position peaked at $173K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.