Proficio Capital Partners’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Proficio Capital Partners’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
2018 Q1	–	Sell	-447	Closed	-$10K	–	1365
2017 Q4	$10K	Sell	447 -4,100	-90%	-$92.5K	﹤0.01%	825
2017 Q3	$100K	Hold	4,547	–	–	0.04%	244
2017 Q2	$101K	Sell	4,547 -185	-4%	-$4K	0.04%	250
2017 Q1	$102K	Hold	4,732	–	–	0.04%	249
2016 Q4	$99K	Hold	4,732	–	–	0.04%	184
2016 Q3	$108K	Hold	4,732	–	–	0.06%	173
2016 Q2	$109K	Hold	4,732	–	–	0.07%	169
2016 Q1	$102K	Hold	4,732	–	–	0.09%	138
2015 Q4	$96K	Buy	+4,732	New	+$93.6K	0.09%	108

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

RJA

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

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

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

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

Proficio Capital Partners's NBD Position: Q1 2018 in Review

Proficio Capital Partners sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q1 2018, closing a stake of 447 shares — an estimated $10K sold.

Proficio Capital Partners first reported a position in NBD in Q4 2015 and held it in 9 quarters. The position peaked at $109K in Q2 2016. 21 funds tracked by Wall St. Rank hold NBD as of Q1 2018.

Proficio Capital Partners reported no remaining Nuveen Build Am Bond Opp Fd position as of Q1 2018 after selling out during the quarter.
Proficio Capital Partners sold 447 Nuveen Build Am Bond Opp Fd shares in Q1 2018, an estimated $10K.
Proficio Capital Partners first reported a position in Nuveen Build Am Bond Opp Fd in Q4 2015 and held it in 9 quarters.
Proficio Capital Partners's Nuveen Build Am Bond Opp Fd position peaked at $109K in Q2 2016.
21 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q1 2018.

Based on Proficio Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.