AC
NBO

Almitas Capital’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Almitas Capital’s Portfolio NBO Stock Details NBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,412
Closed -$245K – 106
2023
Q2 		$245K Buy
+25,412
New +$243K 0.1% 84
2022
Q3 		– Sell
-5,349
Closed -$53K – 123
2022
Q2 		$53K Buy
+5,349
New +$54.9K 0.03% 89

Other funds holding NBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Almitas Capital's NBO Position: Q3 2023 in Review

Almitas Capital sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2023, closing a stake of 25,412 shares — an estimated $245K sold.

Almitas Capital first reported a position in NBO in Q2 2022 and held it in 2 quarters. The position peaked at $245K in Q2 2023. 23 funds tracked by Wall St. Rank hold NBO as of Q3 2023.

  • Almitas Capital reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2023 after selling out during the quarter.
  • Almitas Capital sold 25,412 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2023, an estimated $245K.
  • Almitas Capital first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q2 2022 and held it in 2 quarters.
  • Almitas Capital's Neuberger Berman New York Municipal Fund Inc. position peaked at $245K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2023.

Based on Almitas Capital's 13F filing for Q3 2023, filed 14 Nov 2023.