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JP Morgan Private Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-12,467
Closed -$259K – 1505
2018
Q1 		$259K Hold
12,467
– – ﹤0.01% 1102
2017
Q4 		$274K Hold
12,467
– – ﹤0.01% 1082
2017
Q3 		$268K Buy
+12,467
New +$267K ﹤0.01% 1055

Other funds holding NBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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

JP Morgan Private Wealth Advisors's NBB Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2018, closing a stake of 12,467 shares — an estimated $259K sold.

JP Morgan Private Wealth Advisors first reported a position in NBB in Q3 2017 and held it in 3 quarters. The position peaked at $274K in Q4 2017. 63 funds tracked by Wall St. Rank hold NBB as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,467 Nuveen Taxable Municipal Income Fund shares in Q2 2018, an estimated $259K.
  • JP Morgan Private Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q3 2017 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $274K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.