RJA
NBO

Raymond James & Associates’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Raymond James & Associates’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
2023
Q1 		– Sell
-46,338
Closed -$437K – 4162
2022
Q4 		$437K Buy
+46,338
New +$437K ﹤0.01% 2989
2022
Q2 		– Sell
-19,832
Closed -$230K – 4316
2022
Q1 		$230K Buy
19,832
+6,300
+47% +$75.4K ﹤0.01% 3589
2021
Q4 		$176K Hold
13,532
– – ﹤0.01% 3738
2021
Q3 		$178K Sell
13,532
-7,741
-36% -$103K ﹤0.01% 3698
2021
Q2 		$283K Hold
21,273
– – ﹤0.01% 3476
2021
Q1 		$262K Buy
21,273
+5,369
+34% +$66.3K ﹤0.01% 3451
2020
Q4 		$196K Sell
15,904
-1,072
-6% -$12.9K ﹤0.01% 3409
2020
Q3 		$198K Sell
16,976
-1,407
-8% -$16.8K ﹤0.01% 3216
2020
Q2 		$213K Buy
18,383
+9
+0% +$102 ﹤0.01% 3088
2020
Q1 		$213K Buy
18,374
+14
+0.1% +$173 ﹤0.01% 2997
2019
Q4 		$229K Buy
18,360
+695
+4% +$8.63K ﹤0.01% 3263
2019
Q3 		$221K Sell
17,665
-3,034
-15% -$37.7K ﹤0.01% 3202
2019
Q2 		$254K Sell
20,699
-2,611
-11% -$32.1K ﹤0.01% 3103
2019
Q1 		$290K Hold
23,310
– – ﹤0.01% 3000
2018
Q4 		$259K Buy
23,310
+12,542
+116% +$140K ﹤0.01% 2958
2018
Q3 		$123K Buy
+10,768
New +$125K ﹤0.01% 3408

Other funds holding NBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Raymond James & Associates's NBO Position: Q1 2023 in Review

Raymond James & Associates sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q1 2023, closing a stake of 46,338 shares — an estimated $437K sold.

Raymond James & Associates first reported a position in NBO in Q3 2018 and held it in 16 quarters. The position peaked at $437K in Q4 2022. 23 funds tracked by Wall St. Rank hold NBO as of Q1 2023.

  • Raymond James & Associates reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • Raymond James & Associates sold 46,338 Neuberger Berman New York Municipal Fund Inc. shares in Q1 2023, an estimated $437K.
  • Raymond James & Associates first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q3 2018 and held it in 16 quarters.
  • Raymond James & Associates's Neuberger Berman New York Municipal Fund Inc. position peaked at $437K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q1 2023.

Based on Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.