Plante Moran Financial Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Plante Moran Financial Advisors’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
2022 Q3	–	Sell	-814	Closed	-$14K	–	999
2022 Q2	$14K	Hold	814	–	–	﹤0.01%	543
2022 Q1	$16K	Hold	814	–	–	﹤0.01%	536
2021 Q4	$18K	Hold	814	–	–	﹤0.01%	587
2021 Q3	$19K	Hold	814	–	–	﹤0.01%	575
2021 Q2	$19K	Hold	814	–	–	﹤0.01%	569
2021 Q1	$18K	Hold	814	–	–	﹤0.01%	549
2020 Q4	$19K	Buy	+814	New	+$18.4K	0.01%	539

Other funds holding NBB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plante Moran Financial Advisors's NBB Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2022, closing a stake of 814 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in NBB in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 69 funds tracked by Wall St. Rank hold NBB as of Q3 2022.

Plante Moran Financial Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 814 Nuveen Taxable Municipal Income Fund shares in Q3 2022, an estimated $14K.
Plante Moran Financial Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2020 and held it in 7 quarters.
Plante Moran Financial Advisors's Nuveen Taxable Municipal Income Fund position peaked at $19K in Q3 2021.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.