KAS
NBO

Kestra Advisory Services’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Kestra Advisory 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
2021
Q4 		– Sell
-11,508
Closed -$151K – 2251
2021
Q3 		$151K Hold
11,508
– – ﹤0.01% 2020
2021
Q2 		$153K Hold
11,508
– – ﹤0.01% 1917
2021
Q1 		$142K Sell
11,508
-8,747
-43% -$108K ﹤0.01% 1781
2020
Q4 		$250K Buy
20,255
+7,045
+53% +$84.5K ﹤0.01% 1573
2020
Q3 		$154K Buy
+13,210
New +$158K ﹤0.01% 1326

Other funds holding NBO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Kestra Advisory Services's NBO Position: Q4 2021 in Review

Kestra Advisory Services sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q4 2021, closing a stake of 11,508 shares — an estimated $151K sold.

Kestra Advisory Services first reported a position in NBO in Q3 2020 and held it in 5 quarters. The position peaked at $250K in Q4 2020. 26 funds tracked by Wall St. Rank hold NBO as of Q4 2021.

  • Kestra Advisory Services reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q4 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 11,508 Neuberger Berman New York Municipal Fund Inc. shares in Q4 2021, an estimated $151K.
  • Kestra Advisory Services first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q3 2020 and held it in 5 quarters.
  • Kestra Advisory Services's Neuberger Berman New York Municipal Fund Inc. position peaked at $250K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.