SPC
NBB icon

Sigma Planning Corp’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Sigma Planning Corp’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
2023
Q2 		– Sell
-16,100
Closed -$260K – 1309
2023
Q1 		$260K Sell
16,100
-3,000
-16% -$48.9K 0.01% 1059
2022
Q4 		$305K Buy
19,100
+4,800
+34% +$74.7K 0.01% 961
2022
Q3 		$224K Buy
14,300
+2,000
+16% +$35.3K 0.01% 1074
2022
Q2 		$219K Buy
+12,300
New +$223K 0.01% 1129
2017
Q1 		– Sell
-10,076
Closed -$208K – 799
2016
Q4 		$208K Sell
10,076
-7,717
-43% -$161K 0.02% 632
2016
Q3 		$404K Buy
17,793
+669
+4% +$15.2K 0.05% 408
2016
Q2 		$391K Buy
+17,124
New +$379K 0.05% 392

Other funds holding NBB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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