TCI Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

TCI Wealth 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
2017 Q1	–	Sell	-50	Closed	-$1K	–	1351
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	1201
2016 Q3	$1K	Buy	+50	New	+$1.14K	﹤0.01%	1172
2014 Q4	–	Sell	-542	Closed	-$11K	–	915
2014 Q3	$11K	Sell	542 -250	-32%	-$5.11K	0.01%	428
2014 Q2	$16K	Buy	792 +250	+46%	+$5K	0.01%	380
2014 Q1	$11K	Hold	542	–	–	0.01%	412
2013 Q4	$10K	Hold	542	–	–	0.01%	429
2013 Q3	$10K	Hold	542	–	–	0.01%	378
2013 Q2	$10K	Buy	+542	New	+$11.3K	0.01%	375

Other funds holding NBB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

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

TCI Wealth Advisors's NBB Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2017, closing a stake of 50 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in NBB in Q2 2013 and held it in 8 quarters. The position peaked at $16K in Q2 2014. 48 funds tracked by Wall St. Rank hold NBB as of Q1 2017.

TCI Wealth Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
TCI Wealth Advisors sold 50 Nuveen Taxable Municipal Income Fund shares in Q1 2017, an estimated $1K.
TCI Wealth Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q2 2013 and held it in 8 quarters.
TCI Wealth Advisors's Nuveen Taxable Municipal Income Fund position peaked at $16K in Q2 2014.
48 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.