BWA
NML

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

Beam 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
2020
Q2 		– Sell
-14,333
Closed -$27K – 159
2020
Q1 		$27K Buy
14,333
+2,266
+19% +$12.2K 0.03% 137
2019
Q4 		$82K Buy
+12,067
New +$80.4K 0.08% 145

Other funds holding NML

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COLIM
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PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Beam Wealth Advisors's NML Position: Q2 2020 in Review

Beam Wealth Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2020, closing a stake of 14,333 shares — an estimated $27K sold.

Beam Wealth Advisors first reported a position in NML in Q4 2019 and held it in 2 quarters. The position peaked at $82K in Q4 2019. 47 funds tracked by Wall St. Rank hold NML as of Q2 2020.

  • Beam Wealth Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,333 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2020, an estimated $27K.
  • Beam Wealth Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $82K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.