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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.02B AUM 40.6% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Independent Advisor Network's NBB Position: Q1 2017 in Review

Mariner Independent Advisor Network sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2017, closing a stake of 45,512 shares — an estimated $939K sold.

Mariner Independent Advisor Network first reported a position in NBB in Q4 2015 and held it in 2 quarters. The position peaked at $939K in Q4 2016. 48 funds tracked by Wall St. Rank hold NBB as of Q1 2017.

Mariner Independent Advisor Network reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 45,512 Nuveen Taxable Municipal Income Fund shares in Q1 2017, an estimated $939K.
Mariner Independent Advisor Network first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2015 and held it in 2 quarters.
Mariner Independent Advisor Network's Nuveen Taxable Municipal Income Fund position peaked at $939K in Q4 2016.
48 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2017, filed 15 May 2017.