MGWM
NML

Marks Group Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-137,236
Closed -$259K – 252
2020
Q1 		$259K Hold
137,236
– – 0.07% 188
2019
Q4 		$928K Buy
+137,236
New +$915K 0.18% 145

Other funds holding NML

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COLIM
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PMG
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PAIM
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Marks Group Wealth Management's NML Position: Q2 2020 in Review

Marks Group Wealth Management sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2020, closing a stake of 137,236 shares — an estimated $259K sold.

Marks Group Wealth Management first reported a position in NML in Q4 2019 and held it in 2 quarters. The position peaked at $928K in Q4 2019. 47 funds tracked by Wall St. Rank hold NML as of Q2 2020.

  • Marks Group Wealth Management reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 137,236 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2020, an estimated $259K.
  • Marks Group Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $928K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.