BI
NBW

Bulldog Investors’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Bulldog Investors’s Portfolio NBW Stock Details NBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-59,297
Closed -$670K – 293
2022
Q4 		$670K Sell
59,297
-27,218
-31% -$291K 0.2% 125
2022
Q3 		$908K Buy
86,515
+8,950
+12% +$103K 0.27% 111
2022
Q2 		$969K Buy
77,565
+9,374
+14% +$108K 0.27% 115
2022
Q1 		$833K Buy
+68,191
New +$892K 0.21% 133

Other funds holding NBW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bulldog Investors's NBW Position: Q1 2023 in Review

Bulldog Investors sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2023, closing a stake of 59,297 shares — an estimated $670K sold.

Bulldog Investors first reported a position in NBW in Q1 2022 and held it in 4 quarters. The position peaked at $969K in Q2 2022. 21 funds tracked by Wall St. Rank hold NBW as of Q1 2023.

  • Bulldog Investors reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • Bulldog Investors sold 59,297 Neuberger Berman California Municipal Fund Inc. shares in Q1 2023, an estimated $670K.
  • Bulldog Investors first reported a position in Neuberger Berman California Municipal Fund Inc. in Q1 2022 and held it in 4 quarters.
  • Bulldog Investors's Neuberger Berman California Municipal Fund Inc. position peaked at $969K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2023.

Based on Bulldog Investors's 13F filing for Q1 2023, filed 15 May 2023.