M&R Capital Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

M&R Capital Management’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	-501	Closed	-$7.91K	–	606
2023 Q4	$7.91K	Hold	501	–	–	﹤0.01%	426
2023 Q3	$7.28K	Hold	501	–	–	﹤0.01%	423
2023 Q2	$7.86K	Sell	501 -1,000	-67%	-$15.8K	﹤0.01%	415
2023 Q1	$24.2K	Sell	1,501 -1,000	-40%	-$16.3K	0.01%	291
2022 Q4	$39.9K	Buy	+2,501	New	+$38.9K	0.01%	244

Other funds holding NBB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&R Capital Management's NBB Position: Q1 2024 in Review

M&R Capital Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2024, closing a stake of 501 shares — an estimated $7.91K sold.

M&R Capital Management first reported a position in NBB in Q4 2022 and held it in 5 quarters. The position peaked at $39.9K in Q4 2022. 83 funds tracked by Wall St. Rank hold NBB as of Q1 2024.

M&R Capital Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 501 Nuveen Taxable Municipal Income Fund shares in Q1 2024, an estimated $7.91K.
M&R Capital Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2022 and held it in 5 quarters.
M&R Capital Management's Nuveen Taxable Municipal Income Fund position peaked at $39.9K in Q4 2022.
83 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.