SOA
NML

Sea Otter Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Sea Otter Advisors’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$68.8K – 135
2023
Q4 		$68.8K Hold
10,000
– – 0.05% 85
2023
Q3 		$68.8K Buy
+10,000
New +$69.9K 0.04% 114

Other funds holding NML

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sea Otter Advisors's NML Position: Q1 2024 in Review

Sea Otter Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2024, closing a stake of 10,000 shares — an estimated $68.8K sold.

Sea Otter Advisors first reported a position in NML in Q3 2023 and held it in 2 quarters. The position peaked at $68.8K in Q4 2023. 73 funds tracked by Wall St. Rank hold NML as of Q1 2024.

  • Sea Otter Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 10,000 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2024, an estimated $68.8K.
  • Sea Otter Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q3 2023 and held it in 2 quarters.
  • Sea Otter Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $68.8K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.