CHA
NBO

Carmichael Hill & Associates’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Carmichael Hill & Associates’s Portfolio NBO Stock Details NBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,580
Closed -$24K – 866
2022
Q3 		$24K Hold
2,580
– – 0.01% 446
2022
Q2 		$25K Hold
2,580
– – 0.01% 431
2022
Q1 		$30K Hold
2,580
– – 0.01% 446
2021
Q4 		$34K Hold
2,580
– – 0.02% 435
2021
Q3 		$34K Hold
2,580
– – 0.02% 431
2021
Q2 		$34K Hold
2,580
– – 0.02% 432
2021
Q1 		$32K Hold
2,580
– – 0.02% 423
2020
Q4 		$32K Hold
2,580
– – 0.02% 395
2020
Q3 		$30K Hold
2,580
– – 0.02% 377
2020
Q2 		$30K Hold
2,580
– – 0.02% 360
2020
Q1 		$30K Hold
2,580
– – 0.03% 328
2019
Q4 		$32K Buy
+2,580
New +$32K 0.02% 338

Other funds holding NBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmichael Hill & Associates's NBO Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q4 2022, closing a stake of 2,580 shares — an estimated $24K sold.

Carmichael Hill & Associates first reported a position in NBO in Q4 2019 and held it in 12 quarters. The position peaked at $34K in Q4 2021. 27 funds tracked by Wall St. Rank hold NBO as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,580 Neuberger Berman New York Municipal Fund Inc. shares in Q4 2022, an estimated $24K.
  • Carmichael Hill & Associates first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q4 2019 and held it in 12 quarters.
  • Carmichael Hill & Associates's Neuberger Berman New York Municipal Fund Inc. position peaked at $34K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.