MFS
NBO

MSI Financial Services’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

MSI Financial Services’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
2016
Q3 		– Sell
-250
Closed -$4K – 4267
2016
Q2 		$4K Hold
250
– – ﹤0.01% 3308
2016
Q1 		$4K Hold
250
– – ﹤0.01% 3336
2015
Q4 		$4K Buy
+250
New +$3.47K ﹤0.01% 3260

Other funds holding NBO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSI Financial Services's NBO Position: Q3 2016 in Review

MSI Financial Services sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2016, closing a stake of 250 shares — an estimated $4K sold.

MSI Financial Services first reported a position in NBO in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 15 funds tracked by Wall St. Rank hold NBO as of Q3 2016.

  • MSI Financial Services reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 250 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2016, an estimated $4K.
  • MSI Financial Services first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q4 2015 and held it in 3 quarters.
  • MSI Financial Services's Neuberger Berman New York Municipal Fund Inc. position peaked at $4K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.