Security National Trust’s Neuberger Municipal Fund Inc NBH Stock Holding History

Security National Trust’s Portfolio NBH Stock Details NBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-9,700	Closed	-$157K	–	462
2016 Q1	$157K	Buy	+9,700	New	+$156K	0.06%	184

Other funds holding NBH

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Security National Trust's NBH Position: Q2 2016 in Review

Security National Trust sold out of Neuberger Municipal Fund Inc (NBH) in Q2 2016, closing a stake of 9,700 shares — an estimated $157K sold.

Security National Trust first reported a position in NBH in Q1 2016 and held it in 1 quarter. The position peaked at $157K in Q1 2016. 32 funds tracked by Wall St. Rank hold NBH as of Q2 2016.

Security National Trust reported no remaining Neuberger Municipal Fund Inc position as of Q2 2016 after selling out during the quarter.
Security National Trust sold 9,700 Neuberger Municipal Fund Inc shares in Q2 2016, an estimated $157K.
Security National Trust first reported a position in Neuberger Municipal Fund Inc in Q1 2016 and held it in 1 quarter.
Security National Trust's Neuberger Municipal Fund Inc position peaked at $157K in Q1 2016.
32 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.