Alpha Cubed Investments’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Alpha Cubed Investments’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
2020 Q3	–	Sell	-15,197	Closed	-$45K	–	238
2020 Q2	$45K	Buy	15,197 +33	+0.2%	+$92	﹤0.01%	218
2020 Q1	$29K	Hold	15,164	–	–	﹤0.01%	220
2019 Q4	$103K	Buy	15,164 +1,401	+10%	+$9.34K	0.01%	250
2019 Q3	$99K	Buy	13,763 +302	+2%	+$2.19K	0.01%	247
2019 Q2	$101K	Buy	13,461 +44	+0.3%	+$340	0.01%	251
2019 Q1	$107K	Buy	+13,417	New	+$103K	0.01%	238

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Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return