LWM
NBH

Lenox Wealth Management’s Neuberger Municipal Fund Inc NBH Stock Holding History

Lenox Wealth Management’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
2015
Q4 		– Sell
-1,750
Closed -$27K – 260
2015
Q3 		$27K Hold
1,750
– – 0.02% 89
2015
Q2 		$26K Hold
1,750
– – 0.02% 92
2015
Q1 		$27K Hold
1,750
– – 0.02% 94
2014
Q4 		$27K Hold
1,750
– – 0.02% 95
2014
Q3 		$26K Hold
1,750
– – 0.02% 100
2014
Q2 		$27K Hold
1,750
– – 0.02% 96
2014
Q1 		$25K Hold
1,750
– – 0.01% 106
2013
Q4 		$25K Buy
+1,750
New +$24.5K 0.02% 111

Other funds holding NBH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Lenox Wealth Management's NBH Position: Q4 2015 in Review

Lenox Wealth Management sold out of Neuberger Municipal Fund Inc (NBH) in Q4 2015, closing a stake of 1,750 shares — an estimated $27K sold.

Lenox Wealth Management first reported a position in NBH in Q4 2013 and held it in 8 quarters. The position peaked at $27K in Q3 2015. 35 funds tracked by Wall St. Rank hold NBH as of Q4 2015.

  • Lenox Wealth Management reported no remaining Neuberger Municipal Fund Inc position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Management sold 1,750 Neuberger Municipal Fund Inc shares in Q4 2015, an estimated $27K.
  • Lenox Wealth Management first reported a position in Neuberger Municipal Fund Inc in Q4 2013 and held it in 8 quarters.
  • Lenox Wealth Management's Neuberger Municipal Fund Inc position peaked at $27K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q4 2015.

Based on Lenox Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.