IA
NBO

IFP Advisors’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-16,362
Closed -$189K – 4694
2022
Q4 		$189K Sell
16,362
-8,332
-34% -$78.6K 0.01% 1386
2022
Q3 		$285K Buy
+24,694
New +$250K 0.01% 1225

Other funds holding NBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

IFP Advisors's NBO Position: Q1 2023 in Review

IFP Advisors sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q1 2023, closing a stake of 16,362 shares — an estimated $189K sold.

IFP Advisors first reported a position in NBO in Q3 2022 and held it in 2 quarters. The position peaked at $285K in Q3 2022. 23 funds tracked by Wall St. Rank hold NBO as of Q1 2023.

  • IFP Advisors reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 16,362 Neuberger Berman New York Municipal Fund Inc. shares in Q1 2023, an estimated $189K.
  • IFP Advisors first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q3 2022 and held it in 2 quarters.
  • IFP Advisors's Neuberger Berman New York Municipal Fund Inc. position peaked at $285K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.