Creative Planning
NBH

Creative Planning’s Neuberger Municipal Fund Inc NBH Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-6,738
Closed -$103K – 3046
2017
Q2 		$103K Buy
6,738
+2,652
+65% +$40.4K ﹤0.01% 1975
2017
Q1 		$61K Hold
4,086
– – ﹤0.01% 2325
2016
Q4 		$66K Sell
4,086
-1,920
-32% -$30K ﹤0.01% 2167
2016
Q3 		$100K Buy
6,006
+3,333
+125% +$56.6K ﹤0.01% 1848
2016
Q2 		$45K Hold
2,673
– – ﹤0.01% 2198
2016
Q1 		$43K Sell
2,673
-2,233
-46% -$36K ﹤0.01% 2209
2015
Q4 		$77K Hold
4,906
– – ﹤0.01% 1794
2015
Q3 		$75K Buy
+4,906
New +$74.4K ﹤0.01% 1762
2015
Q2 		– Sell
-753
Closed -$12K – 2326
2015
Q1 		$12K Hold
753
– – ﹤0.01% 3083
2014
Q4 		$12K Hold
753
– – ﹤0.01% 3011
2014
Q3 		$11K Hold
753
– – ﹤0.01% 2896
2014
Q2 		$12K Hold
753
– – ﹤0.01% 2777
2014
Q1 		$11K Hold
753
– – ﹤0.01% 2713
2013
Q4 		$11K Hold
753
– – ﹤0.01% 2522
2013
Q3 		$11K Hold
753
– – ﹤0.01% 2410
2013
Q2 		$11K Buy
+753
New +$11.8K ﹤0.01% 2231

Other funds holding NBH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Creative Planning's NBH Position: Q3 2017 in Review

Creative Planning sold out of Neuberger Municipal Fund Inc (NBH) in Q3 2017, closing a stake of 6,738 shares — an estimated $103K sold.

Creative Planning first reported a position in NBH in Q2 2013 and held it in 16 quarters. The position peaked at $103K in Q2 2017. 37 funds tracked by Wall St. Rank hold NBH as of Q3 2017.

  • Creative Planning reported no remaining Neuberger Municipal Fund Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,738 Neuberger Municipal Fund Inc shares in Q3 2017, an estimated $103K.
  • Creative Planning first reported a position in Neuberger Municipal Fund Inc in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Neuberger Municipal Fund Inc position peaked at $103K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.