SWP
NML

Stratos Wealth Partners’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Stratos Wealth Partners’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$5K – 1907
2018
Q3 		$5K Buy
+600
New +$5.38K ﹤0.01% 2459
2018
Q2 		– Sell
-600
Closed -$5K – 2018
2018
Q1 		$5K Hold
600
– – ﹤0.01% 2610
2017
Q4 		$6K Buy
+600
New +$5.33K ﹤0.01% 2338

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AAM
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PAIM
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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Partners's NML Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q4 2018, closing a stake of 600 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in NML in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 57 funds tracked by Wall St. Rank hold NML as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 600 Neuberger Energy Infrastructure and Income Fund Inc shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $6K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.