Creative Planning
NBO

Creative Planning’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-240
Closed -$3K – 5110
2016
Q3 		$3K Buy
+240
New +$3.48K ﹤0.01% 4186
2016
Q2 		– Sell
-413
Closed -$6K – 4763
2016
Q1 		$6K Buy
+413
New +$6K ﹤0.01% 3543

Other funds holding NBO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Creative Planning's NBO Position: Q4 2016 in Review

Creative Planning sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q4 2016, closing a stake of 240 shares — an estimated $3K sold.

Creative Planning first reported a position in NBO in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2016. 17 funds tracked by Wall St. Rank hold NBO as of Q4 2016.

  • Creative Planning reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 240 Neuberger Berman New York Municipal Fund Inc. shares in Q4 2016, an estimated $3K.
  • Creative Planning first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2016 and held it in 2 quarters.
  • Creative Planning's Neuberger Berman New York Municipal Fund Inc. position peaked at $6K in Q1 2016.
  • 17 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.