MIAN
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Mariner Independent Advisor Network’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Mariner Independent Advisor Network’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
2017
Q1 		– Sell
-45,512
Closed -$939K – 316
2016
Q4 		$939K Buy
+45,512
New +$951K 0.15% 101
2016
Q1 		– Sell
-18,756
Closed -$377K – 118
2015
Q4 		$377K Buy
+18,756
New +$373K 0.25% 68

Other funds holding NBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return