Simon Quick Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Simon Quick 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
2019 Q2	–	Sell	-1,623	Closed	-$33K	–	565
2019 Q1	$33K	Buy	+1,623	New	+$32.3K	0.01%	251

Other funds holding NBB

SIA

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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

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

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

RJFSA

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Simon Quick Advisors's NBB Position: Q2 2019 in Review

Simon Quick Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2019, closing a stake of 1,623 shares — an estimated $33K sold.

Simon Quick Advisors first reported a position in NBB in Q1 2019 and held it in 1 quarter. The position peaked at $33K in Q1 2019. 63 funds tracked by Wall St. Rank hold NBB as of Q2 2019.

Simon Quick Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
Simon Quick Advisors sold 1,623 Nuveen Taxable Municipal Income Fund shares in Q2 2019, an estimated $33K.
Simon Quick Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q1 2019 and held it in 1 quarter.
Simon Quick Advisors's Nuveen Taxable Municipal Income Fund position peaked at $33K in Q1 2019.
63 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2019.

Based on Simon Quick Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.