SFS
NBW

Sowell Financial Services’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Sowell Financial Services’s Portfolio NBW Stock Details NBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,028
Closed -$86K – 2962
2021
Q1 		$86K Buy
+6,028
New +$81.3K ﹤0.01% 1432

Other funds holding NBW

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sowell Financial Services's NBW Position: Q2 2021 in Review

Sowell Financial Services sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2021, closing a stake of 6,028 shares — an estimated $86K sold.

Sowell Financial Services first reported a position in NBW in Q1 2021 and held it in 1 quarter. The position peaked at $86K in Q1 2021. 21 funds tracked by Wall St. Rank hold NBW as of Q2 2021.

  • Sowell Financial Services reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,028 Neuberger Berman California Municipal Fund Inc. shares in Q2 2021, an estimated $86K.
  • Sowell Financial Services first reported a position in Neuberger Berman California Municipal Fund Inc. in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Neuberger Berman California Municipal Fund Inc. position peaked at $86K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.