CRWM
NHS

Castle Rock Wealth Management’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Castle Rock Wealth Management’s Portfolio NHS Stock Details NHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-54,215
Closed -$634K – 178
2019
Q2 		$634K Buy
+54,215
New +$635K 0.7% 42

Other funds holding NHS

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Castle Rock Wealth Management's NHS Position: Q3 2019 in Review

Castle Rock Wealth Management sold out of Neuberger High Yield Strategies Fund Inc (NHS) in Q3 2019, closing a stake of 54,215 shares — an estimated $634K sold.

Castle Rock Wealth Management first reported a position in NHS in Q2 2019 and held it in 1 quarter. The position peaked at $634K in Q2 2019. 42 funds tracked by Wall St. Rank hold NHS as of Q3 2019.

  • Castle Rock Wealth Management reported no remaining Neuberger High Yield Strategies Fund Inc position as of Q3 2019 after selling out during the quarter.
  • Castle Rock Wealth Management sold 54,215 Neuberger High Yield Strategies Fund Inc shares in Q3 2019, an estimated $634K.
  • Castle Rock Wealth Management first reported a position in Neuberger High Yield Strategies Fund Inc in Q2 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's Neuberger High Yield Strategies Fund Inc position peaked at $634K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q3 2019.

Based on Castle Rock Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.