IA
NBW

IFP Advisors’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

IFP Advisors’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
2018
Q2 		– Sell
-2,000
Closed -$27K – 4108
2018
Q1 		$27K Hold
2,000
– – ﹤0.01% 2206
2017
Q4 		$27K Hold
2,000
– – ﹤0.01% 2235
2017
Q3 		$28K Hold
2,000
– – ﹤0.01% 2396
2017
Q2 		$28K Hold
2,000
– – ﹤0.01% 2377
2017
Q1 		$28K Hold
2,000
– – ﹤0.01% 2293
2016
Q4 		$29K Hold
2,000
– – ﹤0.01% 2235
2016
Q3 		$34K Hold
2,000
– – ﹤0.01% 2064
2016
Q2 		$33K Buy
+2,000
New +$32.5K ﹤0.01% 2020
2016
Q1 		– Sell
-2,000
Closed -$32K – 3593
2015
Q4 		$32K Buy
+2,000
New +$30.3K ﹤0.01% 1878

Other funds holding NBW

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

IFP Advisors's NBW Position: Q2 2018 in Review

IFP Advisors sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2018, closing a stake of 2,000 shares — an estimated $27K sold.

IFP Advisors first reported a position in NBW in Q4 2015 and held it in 9 quarters. The position peaked at $34K in Q3 2016. 21 funds tracked by Wall St. Rank hold NBW as of Q2 2018.

  • IFP Advisors reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 2,000 Neuberger Berman California Municipal Fund Inc. shares in Q2 2018, an estimated $27K.
  • IFP Advisors first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Neuberger Berman California Municipal Fund Inc. position peaked at $34K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.