Northwestern Mutual Wealth Management
NBW

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

Northwestern Mutual 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
2022
Q1 		– Sell
-2,000
Closed -$28K – 3501
2021
Q4 		$28K Buy
+2,000
New +$27.8K ﹤0.01% 2198
2018
Q3 		– Sell
-100
Closed -$1K – 2669
2018
Q2 		$1K Buy
+100
New +$1.27K ﹤0.01% 2299

Other funds holding NBW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's NBW Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2022, closing a stake of 2,000 shares — an estimated $28K sold.

Northwestern Mutual Wealth Management first reported a position in NBW in Q2 2018 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 21 funds tracked by Wall St. Rank hold NBW as of Q1 2022.

  • Northwestern Mutual Wealth Management reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,000 Neuberger Berman California Municipal Fund Inc. shares in Q1 2022, an estimated $28K.
  • Northwestern Mutual Wealth Management first reported a position in Neuberger Berman California Municipal Fund Inc. in Q2 2018 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Neuberger Berman California Municipal Fund Inc. position peaked at $28K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.