MWM
NBW

Merriman Wealth Management’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Merriman Wealth Management’s Portfolio NBW Stock Details NBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,743
Closed -$150K – 213
2019
Q4 		$150K Hold
10,743
– – 0.03% 174
2019
Q3 		$150K Sell
10,743
-1,274
-11% -$17.7K 0.03% 169
2019
Q2 		$1.62K Buy
+12,017
New +$160K 0.03% 183

Other funds holding NBW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's NBW Position: Q1 2020 in Review

Merriman Wealth Management sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2020, closing a stake of 10,743 shares — an estimated $150K sold.

Merriman Wealth Management first reported a position in NBW in Q2 2019 and held it in 3 quarters. The position peaked at $150K in Q4 2019. 18 funds tracked by Wall St. Rank hold NBW as of Q1 2020.

  • Merriman Wealth Management reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 10,743 Neuberger Berman California Municipal Fund Inc. shares in Q1 2020, an estimated $150K.
  • Merriman Wealth Management first reported a position in Neuberger Berman California Municipal Fund Inc. in Q2 2019 and held it in 3 quarters.
  • Merriman Wealth Management's Neuberger Berman California Municipal Fund Inc. position peaked at $150K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.