King Wealth Management Group’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

King Wealth Management Group’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 Q3	–	Sell	-22,190	Closed	-$211K	–	153
2023 Q2	$211K	Hold	22,190	–	–	0.04%	137
2023 Q1	$213K	Hold	22,190	–	–	0.05%	132
2022 Q4	$209K	Sell	22,190 -2,600	-10%	-$24.5K	0.05%	130
2022 Q3	$229K	Hold	24,790	–	–	0.06%	129
2022 Q2	$245K	Sell	24,790 -450	-2%	-$4.62K	0.06%	137
2022 Q1	$293K	Hold	25,240	–	–	0.06%	137
2021 Q4	$328K	Hold	25,240	–	–	0.06%	134
2021 Q3	$332K	Hold	25,240	–	–	0.07%	130
2021 Q2	$336K	Hold	25,240	–	–	0.07%	129
2021 Q1	$310K	Hold	25,240	–	–	0.07%	127
2020 Q4	$311K	Hold	25,240	–	–	0.07%	125
2020 Q3	$294K	Hold	25,240	–	–	0.08%	121
2020 Q2	$292K	Buy	25,240 +6,300	+33%	+$71.2K	0.09%	115
2020 Q1	$219K	Sell	18,940 -8,000	-30%	-$99K	0.09%	118
2019 Q4	$336K	Sell	26,940 -550	-2%	-$6.83K	0.09%	104
2019 Q3	$344K	Hold	27,490	–	–	0.1%	88
2019 Q2	$337K	Sell	27,490 -1,000	-4%	-$12.3K	0.1%	90
2019 Q1	$353K	Hold	28,490	–	–	0.11%	85
2018 Q4	$317K	Sell	28,490 -1,000	-3%	-$11.2K	0.11%	85
2018 Q3	$336K	Sell	29,490 -1,850	-6%	-$21.4K	0.11%	90
2018 Q2	$360K	Hold	31,340	–	–	0.12%	86
2018 Q1	$364K	Sell	31,340 -6,936	-18%	-$82.4K	0.13%	85
2017 Q4	$465K	Buy	38,276 +1,368	+4%	+$17K	0.16%	72
2017 Q3	$467K	Hold	36,908	–	–	0.17%	73
2017 Q2	$471K	Hold	36,908	–	–	0.19%	70
2017 Q1	$463K	Hold	36,908	–	–	0.19%	71
2016 Q4	$462K	Buy	36,908 +2,000	+6%	+$26.2K	0.21%	64
2016 Q3	$501K	Buy	+34,908	New	+$506K	0.25%	58
2015 Q1	–	Sell	-26,724	Closed	-$367K	–	118
2014 Q4	$367K	Buy	+26,724	New	+$367K	0.2%	75

Other funds holding NBO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

King Wealth Management Group's NBO Position: Q3 2023 in Review

King Wealth Management Group sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2023, closing a stake of 22,190 shares — an estimated $211K sold.

King Wealth Management Group first reported a position in NBO in Q4 2014 and held it in 29 quarters. The position peaked at $501K in Q3 2016. 23 funds tracked by Wall St. Rank hold NBO as of Q3 2023.

King Wealth Management Group reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2023 after selling out during the quarter.
King Wealth Management Group sold 22,190 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2023, an estimated $211K.
King Wealth Management Group first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q4 2014 and held it in 29 quarters.
King Wealth Management Group's Neuberger Berman New York Municipal Fund Inc. position peaked at $501K in Q3 2016.
23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2023.

Based on King Wealth Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.