WS
NBW

Wedbush Securities’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Wedbush Securities’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
2023
Q1 		– Sell
-11,582
Closed -$131K – 1145
2022
Q4 		$131K Hold
11,582
– – 0.01% 966
2022
Q3 		$122K Buy
11,582
+1,000
+9% +$11.5K 0.01% 960
2022
Q2 		$119K Hold
10,582
– – 0.01% 992
2022
Q1 		$129K Hold
10,582
– – 0.01% 1042
2021
Q4 		$148K Hold
10,582
– – 0.01% 1096
2021
Q3 		$152K Buy
10,582
+207
+2% +$3.02K 0.01% 1099
2021
Q2 		$150K Buy
+10,375
New +$147K 0.01% 1097
2020
Q3 		– Sell
-16,720
Closed -$215K – 1035
2020
Q2 		$215K Hold
16,720
– – 0.02% 751
2020
Q1 		$220K Buy
16,720
+3,120
+23% +$43K 0.03% 644
2019
Q4 		$190K Buy
13,600
+1,500
+12% +$20.9K 0.02% 873
2019
Q3 		$169K Buy
+12,100
New +$168K 0.02% 850

Other funds holding NBW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities's NBW Position: Q1 2023 in Review

Wedbush Securities sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q1 2023, closing a stake of 11,582 shares — an estimated $131K sold.

Wedbush Securities first reported a position in NBW in Q3 2019 and held it in 11 quarters. The position peaked at $220K in Q1 2020. 21 funds tracked by Wall St. Rank hold NBW as of Q1 2023.

  • Wedbush Securities reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • Wedbush Securities sold 11,582 Neuberger Berman California Municipal Fund Inc. shares in Q1 2023, an estimated $131K.
  • Wedbush Securities first reported a position in Neuberger Berman California Municipal Fund Inc. in Q3 2019 and held it in 11 quarters.
  • Wedbush Securities's Neuberger Berman California Municipal Fund Inc. position peaked at $220K in Q1 2020.
  • 21 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.