BWP
NML

Baldwin Wealth Partners’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Baldwin Wealth Partners’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
2019
Q1 		– Sell
-2,160
Closed -$14K – 524
2018
Q4 		$14K Hold
2,160
– – ﹤0.01% 411
2018
Q3 		$19K Hold
2,160
– – ﹤0.01% 404
2018
Q2 		$19K Hold
2,160
– – ﹤0.01% 407
2018
Q1 		$18K Buy
+2,160
New +$19.8K ﹤0.01% 393

Other funds holding NML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Baldwin Wealth Partners's NML Position: Q1 2019 in Review

Baldwin Wealth Partners sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2019, closing a stake of 2,160 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in NML in Q1 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 54 funds tracked by Wall St. Rank hold NML as of Q1 2019.

  • Baldwin Wealth Partners reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,160 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2019, an estimated $14K.
  • Baldwin Wealth Partners first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q1 2018 and held it in 4 quarters.
  • Baldwin Wealth Partners's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $19K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2019.

Based on Baldwin Wealth Partners's 13F filing for Q1 2019, filed 24 Apr 2019.