TWA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $1.73B AUM 27.65% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return