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Klingman & Associates’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Klingman & Associates’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
2023
Q1 		– Sell
-19,845
Closed -$317K – 201
2022
Q4 		$317K Buy
+19,845
New +$309K 0.03% 153

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Klingman & Associates's NBB Position: Q1 2023 in Review

Klingman & Associates sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2023, closing a stake of 19,845 shares — an estimated $317K sold.

Klingman & Associates first reported a position in NBB in Q4 2022 and held it in 1 quarter. The position peaked at $317K in Q4 2022. 78 funds tracked by Wall St. Rank hold NBB as of Q1 2023.

  • Klingman & Associates reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Klingman & Associates sold 19,845 Nuveen Taxable Municipal Income Fund shares in Q1 2023, an estimated $317K.
  • Klingman & Associates first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • Klingman & Associates's Nuveen Taxable Municipal Income Fund position peaked at $317K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2023.

Based on Klingman & Associates's 13F filing for Q1 2023, filed 3 May 2023.