TIM
NBO

Tortoise Investment Management’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Tortoise Investment Management’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
2021
Q2 		– Sell
-800
Closed -$10K – 629
2021
Q1 		$10K Buy
+800
New +$9.88K ﹤0.01% 449

Other funds holding NBO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Tortoise Investment Management's NBO Position: Q2 2021 in Review

Tortoise Investment Management sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q2 2021, closing a stake of 800 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in NBO in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 27 funds tracked by Wall St. Rank hold NBO as of Q2 2021.

  • Tortoise Investment Management reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 800 Neuberger Berman New York Municipal Fund Inc. shares in Q2 2021, an estimated $10K.
  • Tortoise Investment Management first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2021 and held it in 1 quarter.
  • Tortoise Investment Management's Neuberger Berman New York Municipal Fund Inc. position peaked at $10K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q2 2021.

Based on Tortoise Investment Management's 13F filing for Q2 2021, filed 30 Jul 2021.