Commonwealth Equity Services’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Commonwealth Equity Services’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
2023 Q3	–	Sell	-17,750	Closed	-$169K	–	3992
2023 Q2	$169K	Hold	17,750	–	–	﹤0.01%	3457
2023 Q1	$170	Sell	17,750 -5,350	-23%	-$51.9K	﹤0.01%	3380
2022 Q4	$217K	Sell	23,100 -16,250	-41%	-$153K	﹤0.01%	3152
2022 Q3	$363K	Sell	39,350 -5,150	-12%	-$52.2K	﹤0.01%	2666
2022 Q2	$439K	Sell	44,500 -950	-2%	-$9.75K	﹤0.01%	2502
2022 Q1	$527K	Buy	45,450 +2,750	+6%	+$32.9K	﹤0.01%	2477
2021 Q4	$555K	Buy	42,700 +12,825	+43%	+$164K	﹤0.01%	2444
2021 Q3	$392K	Buy	29,875 +12,500	+72%	+$166K	﹤0.01%	2674
2021 Q2	$231K	Buy	17,375 +4,300	+33%	+$55.4K	﹤0.01%	3144
2021 Q1	$160K	Buy	+13,075	New	+$161K	﹤0.01%	3184

Other funds holding NBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Commonwealth Equity Services's NBO Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2023, closing a stake of 17,750 shares — an estimated $169K sold.

Commonwealth Equity Services first reported a position in NBO in Q1 2021 and held it in 10 quarters. The position peaked at $555K in Q4 2021. 23 funds tracked by Wall St. Rank hold NBO as of Q3 2023.

Commonwealth Equity Services reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2023 after selling out during the quarter.
Commonwealth Equity Services sold 17,750 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2023, an estimated $169K.
Commonwealth Equity Services first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2021 and held it in 10 quarters.
Commonwealth Equity Services's Neuberger Berman New York Municipal Fund Inc. position peaked at $555K in Q4 2021.
23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.