EWM
NML

Evercore Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Evercore Wealth Management’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
2016
Q4 		– Sell
-5,460
Closed -$51K – 1075
2016
Q3 		$51K Buy
+5,460
New +$47.6K ﹤0.01% 595

Other funds holding NML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evercore Wealth Management's NML Position: Q4 2016 in Review

Evercore Wealth Management sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2016, closing a stake of 5,460 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in NML in Q3 2016 and held it in 1 quarter. The position peaked at $51K in Q3 2016. 61 funds tracked by Wall St. Rank hold NML as of Q4 2016.

  • Evercore Wealth Management reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 5,460 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2016, an estimated $51K.
  • Evercore Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $51K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.