LFS
NBH

Legacy Financial Strategies’s Neuberger Municipal Fund Inc NBH Stock Holding History

Legacy Financial Strategies’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,539
Closed -$280K – 68
2018
Q2 		$280K Sell
20,539
-149
-0.7% -$2.04K 0.25% 75
2018
Q1 		$285K Buy
20,688
+3,303
+19% +$46.9K 0.28% 79
2017
Q4 		$257K Buy
+17,385
New +$262K 0.27% 83

Other funds holding NBH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Legacy Financial Strategies's NBH Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Neuberger Municipal Fund Inc (NBH) in Q3 2018, closing a stake of 20,539 shares — an estimated $280K sold.

Legacy Financial Strategies first reported a position in NBH in Q4 2017 and held it in 3 quarters. The position peaked at $285K in Q1 2018. 40 funds tracked by Wall St. Rank hold NBH as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Neuberger Municipal Fund Inc position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 20,539 Neuberger Municipal Fund Inc shares in Q3 2018, an estimated $280K.
  • Legacy Financial Strategies first reported a position in Neuberger Municipal Fund Inc in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Neuberger Municipal Fund Inc position peaked at $285K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.