EWF
NML

Epstein & White Financial’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Epstein & White Financial’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,977
Closed -$26K – 88
2020
Q3 		$26K Buy
10,977
+169
+2% +$460 0.01% 77
2020
Q2 		$32K Buy
10,808
+131
+1% +$364 0.01% 75
2020
Q1 		$20K Buy
10,677
+468
+5% +$2.52K 0.01% 79
2019
Q4 		$69K Buy
+10,209
New +$68.1K 0.03% 73

Other funds holding NML

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Epstein & White Financial's NML Position: Q4 2020 in Review

Epstein & White Financial sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2020, closing a stake of 10,977 shares — an estimated $26K sold.

Epstein & White Financial first reported a position in NML in Q4 2019 and held it in 4 quarters. The position peaked at $69K in Q4 2019. 66 funds tracked by Wall St. Rank hold NML as of Q4 2020.

  • Epstein & White Financial reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2020 after selling out during the quarter.
  • Epstein & White Financial sold 10,977 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2020, an estimated $26K.
  • Epstein & White Financial first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2019 and held it in 4 quarters.
  • Epstein & White Financial's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $69K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2020.

Based on Epstein & White Financial's 13F filing for Q4 2020, filed 25 Jan 2021.