LWA
NML

Lenox Wealth Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Lenox Wealth Advisors’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,066
Closed -$27K – 890
2019
Q4 		$27K Buy
+4,066
New +$27.1K ﹤0.01% 286

Other funds holding NML

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lenox Wealth Advisors's NML Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2020, closing a stake of 4,066 shares — an estimated $27K sold.

Lenox Wealth Advisors first reported a position in NML in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 58 funds tracked by Wall St. Rank hold NML as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 4,066 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2020, an estimated $27K.
  • Lenox Wealth Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $27K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.