UCFA
NML

United Capital Financial Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

United Capital Financial Advisors’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
2015
Q2 		– Sell
-19,014
Closed -$351K – 1294
2015
Q1 		$351K Sell
19,014
-338
-2% -$6.17K ﹤0.01% 1021
2014
Q4 		$341K Sell
19,352
-3,815
-16% -$74.7K 0.01% 932
2014
Q3 		$502K Buy
+23,167
New +$479K 0.01% 795

Other funds holding NML

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's NML Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q2 2015, closing a stake of 19,014 shares — an estimated $351K sold.

United Capital Financial Advisors first reported a position in NML in Q3 2014 and held it in 3 quarters. The position peaked at $502K in Q3 2014. 43 funds tracked by Wall St. Rank hold NML as of Q2 2015.

  • United Capital Financial Advisors reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,014 Neuberger Energy Infrastructure and Income Fund Inc shares in Q2 2015, an estimated $351K.
  • United Capital Financial Advisors first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q3 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $502K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.