JMPWA
NBW

JP Morgan Private Wealth Advisors’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

JP Morgan Private Wealth 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
2014
Q1 		– Sell
-15,985
Closed -$222K – 890
2013
Q4 		$222K Buy
+15,985
New +$224K ﹤0.01% 589

Other funds holding NBW

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U
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NBW Position: Q1 2014 in Review

JP Morgan Private Wealth Advisors sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2014, closing a stake of 15,985 shares — an estimated $222K sold.

JP Morgan Private Wealth Advisors first reported a position in NBW in Q4 2013 and held it in 1 quarter. The position peaked at $222K in Q4 2013. 9 funds tracked by Wall St. Rank hold NBW as of Q1 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,985 Neuberger Berman California Municipal Fund Inc. shares in Q1 2014, an estimated $222K.
  • JP Morgan Private Wealth Advisors first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2013 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Neuberger Berman California Municipal Fund Inc. position peaked at $222K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2014, filed 8 May 2014.