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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return