Commonwealth Equity Services
NBW

Commonwealth Equity Services’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Commonwealth Equity Services’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
2022
Q2 		– Sell
-14,923
Closed -$182K – 3836
2022
Q1 		$182K Buy
14,923
+3,000
+25% +$39.2K ﹤0.01% 3367
2021
Q4 		$166K Buy
+11,923
New +$166K ﹤0.01% 3352

Other funds holding NBW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Commonwealth Equity Services's NBW Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2022, closing a stake of 14,923 shares — an estimated $182K sold.

Commonwealth Equity Services first reported a position in NBW in Q4 2021 and held it in 2 quarters. The position peaked at $182K in Q1 2022. 22 funds tracked by Wall St. Rank hold NBW as of Q2 2022.

  • Commonwealth Equity Services reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,923 Neuberger Berman California Municipal Fund Inc. shares in Q2 2022, an estimated $182K.
  • Commonwealth Equity Services first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2021 and held it in 2 quarters.
  • Commonwealth Equity Services's Neuberger Berman California Municipal Fund Inc. position peaked at $182K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.