DI
NBW

Diligent Investors’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Diligent Investors’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
2020
Q2 		– Sell
-10,012
Closed -$132K – 205
2020
Q1 		$132K Buy
+10,012
New +$138K 0.08% 163
2019
Q4 		– Sell
-10,002
Closed -$140K – 227
2019
Q3 		$140K Buy
+10,002
New +$139K 0.07% 204

Other funds holding NBW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Diligent Investors's NBW Position: Q2 2020 in Review

Diligent Investors sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2020, closing a stake of 10,012 shares — an estimated $132K sold.

Diligent Investors first reported a position in NBW in Q3 2019 and held it in 2 quarters. The position peaked at $140K in Q3 2019. 22 funds tracked by Wall St. Rank hold NBW as of Q2 2020.

  • Diligent Investors reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2020 after selling out during the quarter.
  • Diligent Investors sold 10,012 Neuberger Berman California Municipal Fund Inc. shares in Q2 2020, an estimated $132K.
  • Diligent Investors first reported a position in Neuberger Berman California Municipal Fund Inc. in Q3 2019 and held it in 2 quarters.
  • Diligent Investors's Neuberger Berman California Municipal Fund Inc. position peaked at $140K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2020.

Based on Diligent Investors's 13F filing for Q2 2020, filed 9 Jul 2020.