Arkadios Wealth Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-629	Closed	-$3K	–	1344
2021 Q3	$3K	Buy	629 +6	+1%	+$29	﹤0.01%	1716
2021 Q2	$3K	Buy	+623	New	+$2.94K	﹤0.01%	1823
2020 Q2	–	Sell	-569	Closed	-$1.07K	–	1073
2020 Q1	$1.07K	Hold	569	–	–	﹤0.01%	964
2019 Q4	$3.81K	Buy	+569	New	+$3.79K	﹤0.01%	733

Other funds holding NML

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Arkadios Wealth Advisors's NML Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2021, closing a stake of 629 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in NML in Q4 2019 and held it in 4 quarters. The position peaked at $3.81K in Q4 2019. 70 funds tracked by Wall St. Rank hold NML as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 629 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2019 and held it in 4 quarters.
Arkadios Wealth Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $3.81K in Q4 2019.
70 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.