MWM
NBH

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

Merriman 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
2019
Q1 		– Sell
-23,843
Closed -$310K – 220
2018
Q4 		$310K Buy
+23,843
New +$307K 0.07% 120

Other funds holding NBH

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merriman Wealth Management's NBH Position: Q1 2019 in Review

Merriman Wealth Management sold out of Neuberger Municipal Fund Inc (NBH) in Q1 2019, closing a stake of 23,843 shares — an estimated $310K sold.

Merriman Wealth Management first reported a position in NBH in Q4 2018 and held it in 1 quarter. The position peaked at $310K in Q4 2018. 41 funds tracked by Wall St. Rank hold NBH as of Q1 2019.

  • Merriman Wealth Management reported no remaining Neuberger Municipal Fund Inc position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 23,843 Neuberger Municipal Fund Inc shares in Q1 2019, an estimated $310K.
  • Merriman Wealth Management first reported a position in Neuberger Municipal Fund Inc in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Neuberger Municipal Fund Inc position peaked at $310K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.