Arete Wealth Advisors’s Neuberger Municipal Fund Inc NBH Stock Holding History

Arete Wealth Advisors’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
2024 Q3	–	Sell	-86,718	Closed	-$926K	–	783
2024 Q2	$926K	Hold	86,718	–	–	0.08%	253
2024 Q1	$908K	Hold	86,718	–	–	0.08%	220
2023 Q4	$898K	Hold	86,718	–	–	0.07%	272
2023 Q3	$799K	Buy	86,718 +8,280	+11%	+$82.7K	0.14%	160
2023 Q2	$806K	Buy	78,438 +3,597	+5%	+$37.3K	0.07%	254
2023 Q1	$820K	Buy	+74,841	New	+$813K	0.07%	249
2022 Q4	–	Sell	-43,341	Closed	-$439K	–	681
2022 Q3	$439K	Buy	+43,341	New	+$491K	0.04%	329
2022 Q2	–	Sell	-33,385	Closed	-$443K	–	524
2022 Q1	$443K	Buy	33,385 +223	+0.7%	+$3.15K	0.04%	305
2021 Q4	$508K	Buy	+33,162	New	+$520K	0.04%	287

Other funds holding NBH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Arete Wealth Advisors's NBH Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Neuberger Municipal Fund Inc (NBH) in Q3 2024, closing a stake of 86,718 shares — an estimated $926K sold.

Arete Wealth Advisors first reported a position in NBH in Q4 2021 and held it in 9 quarters. The position peaked at $926K in Q2 2024. 72 funds tracked by Wall St. Rank hold NBH as of Q3 2024.

Arete Wealth Advisors reported no remaining Neuberger Municipal Fund Inc position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 86,718 Neuberger Municipal Fund Inc shares in Q3 2024, an estimated $926K.
Arete Wealth Advisors first reported a position in Neuberger Municipal Fund Inc in Q4 2021 and held it in 9 quarters.
Arete Wealth Advisors's Neuberger Municipal Fund Inc position peaked at $926K in Q2 2024.
72 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.