AOWM
NBH

Alpha Omega Wealth Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Alpha Omega Wealth Management’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,186
Closed -$30K – 518
2018
Q1 		$30K Buy
+2,186
New +$31.1K 0.02% 255

Other funds holding NBH

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RCM
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Alpha Omega Wealth Management's NBH Position: Q2 2018 in Review

Alpha Omega Wealth Management sold out of Neuberger Municipal Fund Inc (NBH) in Q2 2018, closing a stake of 2,186 shares — an estimated $30K sold.

Alpha Omega Wealth Management first reported a position in NBH in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 44 funds tracked by Wall St. Rank hold NBH as of Q2 2018.

  • Alpha Omega Wealth Management reported no remaining Neuberger Municipal Fund Inc position as of Q2 2018 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 2,186 Neuberger Municipal Fund Inc shares in Q2 2018, an estimated $30K.
  • Alpha Omega Wealth Management first reported a position in Neuberger Municipal Fund Inc in Q1 2018 and held it in 1 quarter.
  • Alpha Omega Wealth Management's Neuberger Municipal Fund Inc position peaked at $30K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2018.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.