Laurel Wealth Advisors (California)’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q1	–	Sell	-9,147	Closed	-$208K	–	784
2021 Q4	$208K	Hold	9,147	–	–	0.02%	751
2021 Q3	$210K	Hold	9,147	–	–	0.04%	430
2021 Q2	$214K	Hold	9,147	–	–	0.03%	478
2021 Q1	$207K	Sell	9,147 -3,258	-26%	-$74.7K	0.03%	440
2020 Q4	$295K	Hold	12,405	–	–	0.04%	339
2020 Q3	$278K	Hold	12,405	–	–	0.05%	314
2020 Q2	$266K	Buy	12,405 +1,225	+11%	+$25K	0.05%	310
2020 Q1	$214K	Hold	11,180	–	–	0.05%	341
2019 Q4	$244K	Sell	11,180 -11,279	-50%	-$245K	0.04%	400
2019 Q3	$501K	Buy	22,459 +12,029	+115%	+$262K	0.09%	250
2019 Q2	$222K	Buy	+10,430	New	+$217K	0.05%	370

Other funds holding NBB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NBB Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2022, closing a stake of 9,147 shares — an estimated $208K sold.

Laurel Wealth Advisors (California) first reported a position in NBB in Q2 2019 and held it in 11 quarters. The position peaked at $501K in Q3 2019. 69 funds tracked by Wall St. Rank hold NBB as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 9,147 Nuveen Taxable Municipal Income Fund shares in Q1 2022, an estimated $208K.
Laurel Wealth Advisors (California) first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2019 and held it in 11 quarters.
Laurel Wealth Advisors (California)'s Nuveen Taxable Municipal Income Fund position peaked at $501K in Q3 2019.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.