Wealthcare Advisory Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-3,227	Closed	-$73K	–	1366
2021 Q1	$73K	Buy	+3,227	New	+$74K	0.01%	765
2020 Q2	–	Sell	-2,984	Closed	-$57K	–	988
2020 Q1	$57K	Hold	2,984	–	–	0.01%	485
2019 Q4	$65K	Hold	2,984	–	–	0.01%	490
2019 Q3	$67K	Buy	2,984 +1,000	+50%	+$21.8K	0.01%	473
2019 Q2	$42K	Hold	1,984	–	–	0.01%	550
2019 Q1	$41K	Hold	1,984	–	–	0.01%	512
2018 Q4	$38K	Buy	+1,984	New	+$38.1K	0.01%	488

Other funds holding NBB

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Wealthcare Advisory Partners's NBB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q2 2021, closing a stake of 3,227 shares — an estimated $73K sold.

Wealthcare Advisory Partners first reported a position in NBB in Q4 2018 and held it in 7 quarters. The position peaked at $73K in Q1 2021. 76 funds tracked by Wall St. Rank hold NBB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Nuveen Taxable Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,227 Nuveen Taxable Municipal Income Fund shares in Q2 2021, an estimated $73K.
Wealthcare Advisory Partners first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Nuveen Taxable Municipal Income Fund position peaked at $73K in Q1 2021.
76 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.