LBMC Investment Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

LBMC Investment 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
2015 Q1	–	Sell	-20,375	Closed	-$432K	–	63
2014 Q4	$432K	Buy	+20,375	New	+$421K	0.1%	38

Other funds holding NBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LBMC Investment Advisors's NBB Position: Q1 2015 in Review

LBMC Investment Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2015, closing a stake of 20,375 shares — an estimated $432K sold.

LBMC Investment Advisors first reported a position in NBB in Q4 2014 and held it in 1 quarter. The position peaked at $432K in Q4 2014. 40 funds tracked by Wall St. Rank hold NBB as of Q1 2015.

LBMC Investment Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
LBMC Investment Advisors sold 20,375 Nuveen Taxable Municipal Income Fund shares in Q1 2015, an estimated $432K.
LBMC Investment Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2014 and held it in 1 quarter.
LBMC Investment Advisors's Nuveen Taxable Municipal Income Fund position peaked at $432K in Q4 2014.
40 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2015.

Based on LBMC Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.