Nations Financial Group’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Nations Financial Group’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
2016 Q4	–	Sell	-18,554	Closed	-$421K	–	156
2016 Q3	$421K	Buy	18,554 +160	+0.9%	+$3.63K	0.42%	75
2016 Q2	$420K	Sell	18,394 -362	-2%	-$8.01K	0.44%	66
2016 Q1	$405K	Buy	18,756 +113	+0.6%	+$2.36K	0.47%	69
2015 Q4	$375K	Buy	+18,643	New	+$370K	0.49%	67

Other funds holding NBB

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

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

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

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

NPC

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 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

SIA

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

Nations Financial Group's NBB Position: Q4 2016 in Review

Nations Financial Group sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q4 2016, closing a stake of 18,554 shares — an estimated $421K sold.

Nations Financial Group first reported a position in NBB in Q4 2015 and held it in 4 quarters. The position peaked at $421K in Q3 2016. 52 funds tracked by Wall St. Rank hold NBB as of Q4 2016.

Nations Financial Group reported no remaining Nuveen Taxable Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
Nations Financial Group sold 18,554 Nuveen Taxable Municipal Income Fund shares in Q4 2016, an estimated $421K.
Nations Financial Group first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2015 and held it in 4 quarters.
Nations Financial Group's Nuveen Taxable Municipal Income Fund position peaked at $421K in Q3 2016.
52 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q4 2016.

Based on Nations Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.