PCFFS
NBW

Pacific Center for Financial Services’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Pacific Center for Financial Services’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
2018
Q2 		– Sell
-1,708
Closed -$22K – 323
2018
Q1 		$22K Hold
1,708
– – 0.01% 149
2017
Q4 		$23K Hold
1,708
– – 0.01% 144
2017
Q3 		$24K Sell
1,708
-1,814
-52% -$26K 0.02% 136
2017
Q2 		$50K Sell
3,522
-771
-18% -$11K 0.03% 95
2017
Q1 		$60K Hold
4,293
– – 0.04% 90
2016
Q4 		$62K Buy
+4,293
New +$64.5K 0.05% 88

Other funds holding NBW

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Pacific Center for Financial Services's NBW Position: Q2 2018 in Review

Pacific Center for Financial Services sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2018, closing a stake of 1,708 shares — an estimated $22K sold.

Pacific Center for Financial Services first reported a position in NBW in Q4 2016 and held it in 6 quarters. The position peaked at $62K in Q4 2016. 21 funds tracked by Wall St. Rank hold NBW as of Q2 2018.

  • Pacific Center for Financial Services reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2018 after selling out during the quarter.
  • Pacific Center for Financial Services sold 1,708 Neuberger Berman California Municipal Fund Inc. shares in Q2 2018, an estimated $22K.
  • Pacific Center for Financial Services first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2016 and held it in 6 quarters.
  • Pacific Center for Financial Services's Neuberger Berman California Municipal Fund Inc. position peaked at $62K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2018.

Based on Pacific Center for Financial Services's 13F filing for Q2 2018, filed 14 Aug 2018.