Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WWM
Willingdon Wealth Management’s
Nuveen Taxable Municipal Income Fund
NBB
Stock Holding History
Willingdon Wealth Management’s Portfolio
NBB Stock Details
NBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Hold
0
–
–
–
342
2018
Q4
–
Hold
0
–
–
–
306
2018
Q3
–
Hold
0
–
–
–
371
Other funds holding NBB
SIA
Sit Investment Associates
Minneapolis, Minnesota
$5.28B AUM
14.42%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
TIM
Tortoise Investment Management
White Plains, New York
$1.34B AUM
16.05%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$2.02B AUM
40.6%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
CBA
Coastal Bridge Advisors
Westport, Connecticut
$1.62B AUM
36.83%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close