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Sowell Financial Services’s Neuberger Municipal Fund Inc NBH Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-14,728
Closed -$238K – 531
2021
Q2 		$238K Sell
14,728
-1,562
-10% -$25.3K 0.02% 494
2021
Q1 		$264K Buy
16,290
+14,752
+959% +$232K 0.01% 899
2020
Q4 		$23K Buy
1,538
+19
+1% +$284 ﹤0.01% 1678
2020
Q3 		$23K Buy
1,519
+19
+1% +$288 ﹤0.01% 1504
2020
Q2 		$21K Buy
+1,500
New +$20.6K ﹤0.01% 1442

Other funds holding NBH

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's NBH Position: Q3 2021 in Review

Sowell Financial Services sold out of Neuberger Municipal Fund Inc (NBH) in Q3 2021, closing a stake of 14,728 shares — an estimated $238K sold.

Sowell Financial Services first reported a position in NBH in Q2 2020 and held it in 5 quarters. The position peaked at $264K in Q1 2021. 46 funds tracked by Wall St. Rank hold NBH as of Q3 2021.

  • Sowell Financial Services reported no remaining Neuberger Municipal Fund Inc position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14,728 Neuberger Municipal Fund Inc shares in Q3 2021, an estimated $238K.
  • Sowell Financial Services first reported a position in Neuberger Municipal Fund Inc in Q2 2020 and held it in 5 quarters.
  • Sowell Financial Services's Neuberger Municipal Fund Inc position peaked at $264K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.