GGPS
NBO

Gary Goldberg Planning Services’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$0 Hold
7
– – ﹤0.01% 520
2014
Q3 		$0 Hold
7
– – ﹤0.01% 491
2014
Q2 		$0 Hold
7
– – ﹤0.01% 506
2014
Q1 		$0 Buy
+7
New +$95 ﹤0.01% 489

Other funds holding NBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gary Goldberg Planning Services's NBO Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Neuberger Berman New York Municipal Fund Inc. (NBO) position steady in Q4 2014 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Gary Goldberg Planning Services first reported a position in NBO in Q1 2014 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold NBO as of Q4 2014.

  • Gary Goldberg Planning Services held 7 shares of Neuberger Berman New York Municipal Fund Inc. worth $0 as of Q4 2014.
  • Gary Goldberg Planning Services left its Neuberger Berman New York Municipal Fund Inc. share count unchanged in Q4 2014.
  • Neuberger Berman New York Municipal Fund Inc. made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #520 holding.
  • Gary Goldberg Planning Services first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2014 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.