SeaCrest Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

SeaCrest Wealth Management’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	-1,852	Closed	-$33K	–	1170
2022 Q2	$33K	Buy	+1,852	New	+$33.5K	﹤0.01%	1293
2019 Q2	–	Sell	-5,839	Closed	-$120K	–	1354
2019 Q1	$120K	Sell	5,839 -2,285	-28%	-$45.5K	0.02%	631
2018 Q4	$157K	Sell	8,124 -1,050	-11%	-$20.2K	0.03%	497
2018 Q3	$183K	Hold	9,174	–	–	0.03%	535
2018 Q2	$189K	Hold	9,174	–	–	0.03%	509
2018 Q1	$191K	Hold	9,174	–	–	0.04%	499
2017 Q4	$202K	Buy	+9,174	New	+$199K	0.04%	487

Other funds holding NBB

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SeaCrest Wealth Management's NBB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q3 2022, closing a stake of 1,852 shares — an estimated $33K sold.

SeaCrest Wealth Management first reported a position in NBB in Q4 2017 and held it in 7 quarters. The position peaked at $202K in Q4 2017. 69 funds tracked by Wall St. Rank hold NBB as of Q3 2022.

SeaCrest Wealth Management reported no remaining Nuveen Taxable Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,852 Nuveen Taxable Municipal Income Fund shares in Q3 2022, an estimated $33K.
SeaCrest Wealth Management first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Nuveen Taxable Municipal Income Fund position peaked at $202K in Q4 2017.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.