DA
NBH

Doliver Advisors’s Neuberger Municipal Fund Inc NBH Stock Holding History

Doliver Advisors’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
2018
Q3 		– Sell
-12,748
Closed -$174K – 277
2018
Q2 		$174K Buy
+12,748
New +$174K 0.07% 246
2017
Q4 		– Sell
-14,490
Closed -$223K – 324
2017
Q3 		$223K Sell
14,490
-14,671
-50% -$228K 0.1% 197
2017
Q2 		$444K Buy
29,161
+10,511
+56% +$160K 0.21% 102
2017
Q1 		$277K Buy
+18,650
New +$286K 0.22% 140

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Doliver Advisors's NBH Position: Q3 2018 in Review

Doliver Advisors sold out of Neuberger Municipal Fund Inc (NBH) in Q3 2018, closing a stake of 12,748 shares — an estimated $174K sold.

Doliver Advisors first reported a position in NBH in Q1 2017 and held it in 4 quarters. The position peaked at $444K in Q2 2017. 40 funds tracked by Wall St. Rank hold NBH as of Q3 2018.

  • Doliver Advisors reported no remaining Neuberger Municipal Fund Inc position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 12,748 Neuberger Municipal Fund Inc shares in Q3 2018, an estimated $174K.
  • Doliver Advisors first reported a position in Neuberger Municipal Fund Inc in Q1 2017 and held it in 4 quarters.
  • Doliver Advisors's Neuberger Municipal Fund Inc position peaked at $444K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.