SNT
NBH

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
RJA
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.