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Pinnacle Financial Partners (Tennessee)’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2024
Q3 		– Sell
-1,291
Closed -$19.8K – 544
2024
Q2 		$19.8K Hold
1,291
– – ﹤0.01% 510
2024
Q1 		$19.8K Hold
1,291
– – ﹤0.01% 504
2023
Q4 		$20.4K Hold
1,291
– – ﹤0.01% 488
2023
Q3 		$18.8K Sell
1,291
-1,107
-46% -$16.8K ﹤0.01% 471
2023
Q2 		$37.6K Sell
2,398
-36
-1% -$570 ﹤0.01% 455
2023
Q1 		$39.2K Hold
2,434
– – ﹤0.01% 443
2022
Q4 		$38.8K Hold
2,434
– – ﹤0.01% 430
2022
Q3 		$38K Sell
2,434
-90
-4% -$1.59K ﹤0.01% 426
2022
Q2 		$45K Hold
2,524
– – ﹤0.01% 380
2022
Q1 		$50K Hold
2,524
– – ﹤0.01% 388
2021
Q4 		$57K Hold
2,524
– – ﹤0.01% 410
2021
Q3 		$58K Hold
2,524
– – ﹤0.01% 398
2021
Q2 		$59K Hold
2,524
– – ﹤0.01% 385
2021
Q1 		$60K Hold
2,524
– – ﹤0.01% 359
2020
Q4 		$57K Hold
2,524
– – ﹤0.01% 359
2020
Q3 		$57K Hold
2,524
– – ﹤0.01% 347
2020
Q2 		$54K Hold
2,524
– – ﹤0.01% 339
2020
Q1 		$48K Sell
2,524
-394
-14% -$8.5K ﹤0.01% 344
2019
Q4 		$64K Buy
+2,918
New +$63.4K ﹤0.01% 378
2019
Q2 		– Sell
-10,043
Closed -$206K – 432
2019
Q1 		$206K Sell
10,043
-2,982
-23% -$59.4K 0.02% 323
2018
Q4 		$252K Buy
13,025
+2,603
+25% +$50K 0.02% 285
2018
Q3 		$208K Buy
10,422
+2,726
+35% +$55.9K 0.02% 328
2018
Q2 		$159K Buy
7,696
+63
+0.8% +$1.28K 0.02% 312
2018
Q1 		$159K Buy
+7,633
New +$160K 0.02% 314

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s NBB Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2024, closing a stake of 1,291 shares — an estimated $19.8K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in NBB in Q1 2018 and held it in 24 quarters. The position peaked at $252K in Q4 2018. 77 funds tracked by Wall St. Rank hold NBB as of Q3 2024.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 1,291 Nuveen Taxable Municipal Income Fund shares in Q3 2024, an estimated $19.8K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2018 and held it in 24 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Nuveen Taxable Municipal Income Fund position peaked at $252K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.