NFG
NBD

Next Financial Group’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Next Financial Group’s Portfolio NBD Stock Details NBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,030
Closed -$22K – 2454
2016
Q4 		$22K Hold
1,030
– – ﹤0.01% 1339
2016
Q3 		$23K Buy
+1,030
New +$23.6K ﹤0.01% 1300

Other funds holding NBD

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's NBD Position: Q1 2017 in Review

Next Financial Group sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q1 2017, closing a stake of 1,030 shares — an estimated $22K sold.

Next Financial Group first reported a position in NBD in Q3 2016 and held it in 2 quarters. The position peaked at $23K in Q3 2016. 24 funds tracked by Wall St. Rank hold NBD as of Q1 2017.

  • Next Financial Group reported no remaining Nuveen Build Am Bond Opp Fd position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,030 Nuveen Build Am Bond Opp Fd shares in Q1 2017, an estimated $22K.
  • Next Financial Group first reported a position in Nuveen Build Am Bond Opp Fd in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Nuveen Build Am Bond Opp Fd position peaked at $23K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.