LPL Financial
NBD

LPL Financial’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

LPL Financial’s Portfolio NBD Stock Details NBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-23,743
Closed -$513K – 3054
2017
Q1 		$513K Buy
23,743
+916
+4% +$19.4K ﹤0.01% 1782
2016
Q4 		$478K Buy
22,827
+8,096
+55% +$171K ﹤0.01% 1784
2016
Q3 		$335K Sell
14,731
-7,796
-35% -$179K ﹤0.01% 2041
2016
Q2 		$525K Sell
22,527
-13,093
-37% -$288K ﹤0.01% 1626
2016
Q1 		$771K Buy
35,620
+11,265
+46% +$233K ﹤0.01% 1861
2015
Q4 		$496K Buy
24,355
+11,271
+86% +$223K ﹤0.01% 2192
2015
Q3 		$255K Buy
13,084
+613
+5% +$12.1K ﹤0.01% 2329
2015
Q2 		$246K Buy
12,471
+803
+7% +$16.7K ﹤0.01% 2467
2015
Q1 		$255K Sell
11,668
-3,144
-21% -$68.7K ﹤0.01% 2375
2014
Q4 		$325K Buy
14,812
+50
+0.3% +$1.07K ﹤0.01% 2084
2014
Q3 		$315K Buy
14,762
+971
+7% +$20.8K ﹤0.01% 2131
2014
Q2 		$297K Sell
13,791
-14,739
-52% -$309K ﹤0.01% 2211
2014
Q1 		$585K Buy
28,530
+834
+3% +$16.8K ﹤0.01% 1623
2013
Q4 		$538K Sell
27,696
-3,348
-11% -$63.6K ﹤0.01% 1684
2013
Q3 		$581K Sell
31,044
-2,933
-9% -$56.1K ﹤0.01% 1539
2013
Q2 		$680K Buy
+33,977
New +$735K ﹤0.01% 1359

Other funds holding NBD

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's NBD Position: Q2 2017 in Review

LPL Financial sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q2 2017, closing a stake of 23,743 shares — an estimated $513K sold.

LPL Financial first reported a position in NBD in Q2 2013 and held it in 16 quarters. The position peaked at $771K in Q1 2016. 22 funds tracked by Wall St. Rank hold NBD as of Q2 2017.

  • LPL Financial reported no remaining Nuveen Build Am Bond Opp Fd position as of Q2 2017 after selling out during the quarter.
  • LPL Financial sold 23,743 Nuveen Build Am Bond Opp Fd shares in Q2 2017, an estimated $513K.
  • LPL Financial first reported a position in Nuveen Build Am Bond Opp Fd in Q2 2013 and held it in 16 quarters.
  • LPL Financial's Nuveen Build Am Bond Opp Fd position peaked at $771K in Q1 2016.
  • 22 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.