EE
NBW

EWG Elevate’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

EWG Elevate’s Portfolio NBW Stock Details NBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,744
Closed -$19.7K – 840
2022
Q4 		$19.7K Buy
+1,744
New +$18.6K 0.01% 293

Other funds holding NBW

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MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWG Elevate's NBW Position: Q1 2023 in Review

EWG Elevate sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2023, closing a stake of 1,744 shares — an estimated $19.7K sold.

EWG Elevate first reported a position in NBW in Q4 2022 and held it in 1 quarter. The position peaked at $19.7K in Q4 2022. 21 funds tracked by Wall St. Rank hold NBW as of Q1 2023.

  • EWG Elevate reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,744 Neuberger Berman California Municipal Fund Inc. shares in Q1 2023, an estimated $19.7K.
  • EWG Elevate first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Neuberger Berman California Municipal Fund Inc. position peaked at $19.7K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.