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Merriman Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Merriman Wealth 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
2014
Q1 		– Sell
-11,700
Closed -$216K – 78
2013
Q4 		$216K Buy
+11,700
New +$212K 0.09% 77

Other funds holding NBB

TIM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Merriman Wealth Management's NBB Position: Q1 2014 in Review

Merriman Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2014, closing a stake of 11,700 shares — an estimated $216K sold.

Merriman Wealth Management first reported a position in NBB in Q4 2013 and held it in 1 quarter. The position peaked at $216K in Q4 2013. 41 funds tracked by Wall St. Rank hold NBB as of Q1 2014.

  • Merriman Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 11,700 Nuveen Taxable Municipal Income Fund shares in Q1 2014, an estimated $216K.
  • Merriman Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $216K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.