CCFM
NBH

Clear Creek Financial Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Clear Creek Financial Management’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,293
Closed -$241K – 183
2019
Q4 		$241K Hold
15,293
– – 0.09% 113
2019
Q3 		$235K Buy
15,293
+20
+0.1% +$304 0.11% 110
2019
Q2 		$223K Buy
+15,273
New +$221K 0.1% 112

Other funds holding NBH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Clear Creek Financial Management's NBH Position: Q1 2020 in Review

Clear Creek Financial Management sold out of Neuberger Municipal Fund Inc (NBH) in Q1 2020, closing a stake of 15,293 shares — an estimated $241K sold.

Clear Creek Financial Management first reported a position in NBH in Q2 2019 and held it in 3 quarters. The position peaked at $241K in Q4 2019. 42 funds tracked by Wall St. Rank hold NBH as of Q1 2020.

  • Clear Creek Financial Management reported no remaining Neuberger Municipal Fund Inc position as of Q1 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 15,293 Neuberger Municipal Fund Inc shares in Q1 2020, an estimated $241K.
  • Clear Creek Financial Management first reported a position in Neuberger Municipal Fund Inc in Q2 2019 and held it in 3 quarters.
  • Clear Creek Financial Management's Neuberger Municipal Fund Inc position peaked at $241K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q1 2020.

Based on Clear Creek Financial Management's 13F filing for Q1 2020, filed 23 Apr 2020.