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

LM 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
2024
Q1 		– Sell
-1,670
Closed -$26.4K – 543
2023
Q4 		$26.4K Buy
+1,670
New +$24.8K 0.01% 402

Other funds holding NBB

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LM Advisors's NBB Position: Q1 2024 in Review

LM Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2024, closing a stake of 1,670 shares — an estimated $26.4K sold.

LM Advisors first reported a position in NBB in Q4 2023 and held it in 1 quarter. The position peaked at $26.4K in Q4 2023. 83 funds tracked by Wall St. Rank hold NBB as of Q1 2024.

  • LM Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,670 Nuveen Taxable Municipal Income Fund shares in Q1 2024, an estimated $26.4K.
  • LM Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Nuveen Taxable Municipal Income Fund position peaked at $26.4K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.