AWM
NML

AE Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

AE Wealth Management’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13,567
Closed -$102K – 1040
2019
Q2 		$102K Buy
+13,567
New +$105K ﹤0.01% 927

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PAIM
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AAM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's NML Position: Q3 2019 in Review

AE Wealth Management sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q3 2019, closing a stake of 13,567 shares — an estimated $102K sold.

AE Wealth Management first reported a position in NML in Q2 2019 and held it in 1 quarter. The position peaked at $102K in Q2 2019. 50 funds tracked by Wall St. Rank hold NML as of Q3 2019.

  • AE Wealth Management reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 13,567 Neuberger Energy Infrastructure and Income Fund Inc shares in Q3 2019, an estimated $102K.
  • AE Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q2 2019 and held it in 1 quarter.
  • AE Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $102K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.