MWM
NBO

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

Melfa Wealth Management’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
Q2 		– Sell
-11,099
Closed -$107K – 145
2023
Q1 		$107K Sell
11,099
-9,900
-47% -$96K 0.11% 130
2022
Q4 		$198K Buy
+20,999
New +$198K 0.21% 105

Other funds holding NBO

Morgan Stanley
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Melfa Wealth Management's NBO Position: Q2 2023 in Review

Melfa Wealth Management sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q2 2023, closing a stake of 11,099 shares — an estimated $107K sold.

Melfa Wealth Management first reported a position in NBO in Q4 2022 and held it in 2 quarters. The position peaked at $198K in Q4 2022. 23 funds tracked by Wall St. Rank hold NBO as of Q2 2023.

  • Melfa Wealth Management reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 11,099 Neuberger Berman New York Municipal Fund Inc. shares in Q2 2023, an estimated $107K.
  • Melfa Wealth Management first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q4 2022 and held it in 2 quarters.
  • Melfa Wealth Management's Neuberger Berman New York Municipal Fund Inc. position peaked at $198K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q2 2023.

Based on Melfa Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.