Evercore Wealth Management’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-4,000	Closed	-$49K	–	913
2017 Q4	$49K	Hold	4,000	–	–	﹤0.01%	587
2017 Q3	$51K	Hold	4,000	–	–	﹤0.01%	572
2017 Q2	$51K	Hold	4,000	–	–	﹤0.01%	573
2017 Q1	$50K	Hold	4,000	–	–	﹤0.01%	601
2016 Q4	$50K	Hold	4,000	–	–	﹤0.01%	610
2016 Q3	$57K	Hold	4,000	–	–	﹤0.01%	576
2016 Q2	$58K	Hold	4,000	–	–	﹤0.01%	551
2016 Q1	$58K	Hold	4,000	–	–	﹤0.01%	542
2015 Q4	$56K	Hold	4,000	–	–	﹤0.01%	574
2015 Q3	$55K	Hold	4,000	–	–	﹤0.01%	574
2015 Q2	$56K	Hold	4,000	–	–	﹤0.01%	620
2015 Q1	$56K	Buy	+4,000	New	+$56.6K	﹤0.01%	612

Other funds holding NBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Evercore Wealth Management's NBO Position: Q1 2018 in Review

Evercore Wealth Management sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q1 2018, closing a stake of 4,000 shares — an estimated $49K sold.

Evercore Wealth Management first reported a position in NBO in Q1 2015 and held it in 12 quarters. The position peaked at $58K in Q2 2016. 19 funds tracked by Wall St. Rank hold NBO as of Q1 2018.

Evercore Wealth Management reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 4,000 Neuberger Berman New York Municipal Fund Inc. shares in Q1 2018, an estimated $49K.
Evercore Wealth Management first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Neuberger Berman New York Municipal Fund Inc. position peaked at $58K in Q2 2016.
19 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.