Formidable Asset Management
NBH icon

Formidable Asset Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Formidable Asset Management’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,718
Closed -$195K – 327
2016
Q1 		$195K Hold
11,718
– – 0.14% 121
2015
Q4 		$186K Hold
11,718
– – 0.13% 138
2015
Q3 		$178K Hold
11,718
– – 0.12% 148
2015
Q2 		$175K Hold
11,718
– – 0.11% 140
2015
Q1 		$177K Buy
+11,718
New +$183K 0.12% 133
2014
Q4 		– Sell
-11,168
Closed -$172K – 123
2014
Q3 		$172K Hold
11,168
– – 0.11% 125
2014
Q2 		$172K Hold
11,168
– – 0.1% 141
2014
Q1 		$169K Hold
11,168
– – 0.12% 119
2013
Q4 		$160K Hold
11,168
– – 0.11% 133
2013
Q3 		$157K Buy
+11,168
New +$154K 0.14% 112

Other funds holding NBH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Formidable Asset Management's NBH Position: Q2 2016 in Review

Formidable Asset Management sold out of Neuberger Municipal Fund Inc (NBH) in Q2 2016, closing a stake of 11,718 shares — an estimated $195K sold.

Formidable Asset Management first reported a position in NBH in Q3 2013 and held it in 10 quarters. The position peaked at $195K in Q1 2016. 32 funds tracked by Wall St. Rank hold NBH as of Q2 2016.

  • Formidable Asset Management reported no remaining Neuberger Municipal Fund Inc position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 11,718 Neuberger Municipal Fund Inc shares in Q2 2016, an estimated $195K.
  • Formidable Asset Management first reported a position in Neuberger Municipal Fund Inc in Q3 2013 and held it in 10 quarters.
  • Formidable Asset Management's Neuberger Municipal Fund Inc position peaked at $195K in Q1 2016.
  • 32 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.