Steward Partners Investment Advisory’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Steward Partners Investment Advisory’s Portfolio NBO Stock Details NBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,500	Closed	-$90.5K	–	3496
2023 Q2	$90.5K	Hold	9,500	–	–	﹤0.01%	1625
2023 Q1	$91.4K	Hold	9,500	–	–	﹤0.01%	1622
2022 Q4	$89.6K	Buy	9,500 +500	+6%	+$4.71K	﹤0.01%	1596
2022 Q3	$83K	Hold	9,000	–	–	﹤0.01%	1569
2022 Q2	$89K	Buy	9,000 +1,500	+20%	+$15.4K	﹤0.01%	1545
2022 Q1	$87K	Buy	7,500 +1,500	+25%	+$18K	﹤0.01%	1667
2021 Q4	$78K	Buy	6,000 +1,000	+20%	+$12.8K	﹤0.01%	1702
2021 Q3	$66K	Hold	5,000	–	–	﹤0.01%	1748
2021 Q2	$67K	Buy	5,000 +200	+4%	+$2.58K	﹤0.01%	2794
2021 Q1	$59K	Hold	4,800	–	–	﹤0.01%	1895
2020 Q4	$59K	Hold	4,800	–	–	﹤0.01%	1595
2020 Q3	$56K	Hold	4,800	–	–	﹤0.01%	1457
2020 Q2	$56K	Buy	4,800 +300	+7%	+$3.39K	﹤0.01%	1368
2020 Q1	$52K	Buy	+4,500	New	+$55.7K	﹤0.01%	1244

Other funds holding NBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Steward Partners Investment Advisory's NBO Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q3 2023, closing a stake of 9,500 shares — an estimated $90.5K sold.

Steward Partners Investment Advisory first reported a position in NBO in Q1 2020 and held it in 14 quarters. The position peaked at $91.4K in Q1 2023. 23 funds tracked by Wall St. Rank hold NBO as of Q3 2023.

Steward Partners Investment Advisory reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 9,500 Neuberger Berman New York Municipal Fund Inc. shares in Q3 2023, an estimated $90.5K.
Steward Partners Investment Advisory first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2020 and held it in 14 quarters.
Steward Partners Investment Advisory's Neuberger Berman New York Municipal Fund Inc. position peaked at $91.4K in Q1 2023.
23 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.