WA
NBD

WFG Advisors’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

WFG Advisors’s Portfolio NBD Stock Details NBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,000
Closed -$68K – 1816
2016
Q3 		$68K Buy
+3,000
New +$68.8K 0.02% 632

Other funds holding NBD

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's NBD Position: Q4 2016 in Review

WFG Advisors sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q4 2016, closing a stake of 3,000 shares — an estimated $68K sold.

WFG Advisors first reported a position in NBD in Q3 2016 and held it in 1 quarter. The position peaked at $68K in Q3 2016. 26 funds tracked by Wall St. Rank hold NBD as of Q4 2016.

  • WFG Advisors reported no remaining Nuveen Build Am Bond Opp Fd position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 3,000 Nuveen Build Am Bond Opp Fd shares in Q4 2016, an estimated $68K.
  • WFG Advisors first reported a position in Nuveen Build Am Bond Opp Fd in Q3 2016 and held it in 1 quarter.
  • WFG Advisors's Nuveen Build Am Bond Opp Fd position peaked at $68K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.