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

Legacy 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
2019
Q3 		– Sell
-8,802
Closed -$188K – 252
2019
Q2 		$188K Buy
+8,802
New +$183K 0.13% 114

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SIA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy Advisors's NBB Position: Q3 2019 in Review

Legacy Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2019, closing a stake of 8,802 shares — an estimated $188K sold.

Legacy Advisors first reported a position in NBB in Q2 2019 and held it in 1 quarter. The position peaked at $188K in Q2 2019. 64 funds tracked by Wall St. Rank hold NBB as of Q3 2019.

  • Legacy Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 8,802 Nuveen Taxable Municipal Income Fund shares in Q3 2019, an estimated $188K.
  • Legacy Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2019 and held it in 1 quarter.
  • Legacy Advisors's Nuveen Taxable Municipal Income Fund position peaked at $188K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.