SWM
NBB icon

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 – 1356
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return