DA
NBO

Doliver Advisors’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Doliver Advisors’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
2018
Q3 		– Sell
-23,873
Closed -$274K – 346
2018
Q2 		$274K Sell
23,873
-3,094
-11% -$35.9K 0.11% 136
2018
Q1 		$313K Buy
26,967
+8,753
+48% +$104K 0.14% 128
2017
Q4 		$221K Buy
18,214
+6,579
+57% +$81.6K 0.09% 216
2017
Q3 		$147K Buy
11,635
+975
+9% +$12.5K 0.07% 233
2017
Q2 		$136K Buy
+10,660
New +$135K 0.07% 248
2013
Q4 		– Sell
-16,833
Closed -$218K – 379
2013
Q3 		$218K Buy
+16,833
New +$217K 0.13% 273

Other funds holding NBO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return

Doliver Advisors's NBO Position: Q3 2018 in Review

Doliver Advisors sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2018, closing a stake of 23,873 shares — an estimated $274K sold.

Doliver Advisors first reported a position in NBO in Q3 2013 and held it in 6 quarters. The position peaked at $313K in Q1 2018. 19 funds tracked by Wall St. Rank hold NBO as of Q3 2018.

  • Doliver Advisors reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 23,873 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2018, an estimated $274K.
  • Doliver Advisors first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q3 2013 and held it in 6 quarters.
  • Doliver Advisors's Neuberger Berman New York Municipal Fund Inc. position peaked at $313K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2018.

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