James Iselin - Net Worth and Insider Trading
James Iselin Net Worth
The estimated net worth of James Iselin is at least $59,112 dollars as of 2024-09-21. James Iselin is the Portfolio Manager of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. and owns about 6,726 shares of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) stock worth over $57,036. James Iselin is the Portfolio Manager of Neuberger Berman Intermediate Muni Fund and owns about 100 shares of Neuberger Berman Intermediate Muni Fund (NBH) stock worth over $1,127. James Iselin is also the Portfolio Manager of Neuberger Berman CA Muni Fund Inc. and owns about 100 shares of Neuberger Berman CA Muni Fund Inc. (NBW) stock worth over $949. Details can be seen in James Iselin's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James Iselin has not made any transactions after 2018-02-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James Iselin
James Iselin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Iselin owns 3 companies in total, including NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) , Neuberger Berman Intermediate Muni Fund (NBH) , and Neuberger Berman CA Muni Fund Inc. (NBW) .
Click here to see the complete history of James Iselin’s form 4 insider trades.
Insider Ownership Summary of James Iselin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| NBO | NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. | 2018-02-01 | other: Portfolio Manager |
| NBH | Neuberger Berman Intermediate Muni Fund | 2012-02-17 | other: Portfolio Manager |
| NBW | Neuberger Berman CA Muni Fund Inc. | 2012-02-17 | other: Portfolio Manager |
James Iselin Latest Holdings Summary
James Iselin currently owns a total of 3 stocks. Among these stocks, James Iselin owns 6,726 shares of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) as of February 1, 2018, with a value of $57,036 and a weighting of 96.49%. James Iselin owns 100 shares of Neuberger Berman Intermediate Muni Fund (NBH) as of February 17, 2012, with a value of $1,127 and a weighting of 1.91%. James Iselin also owns 100 shares of Neuberger Berman CA Muni Fund Inc. (NBW) as of February 17, 2012, with a value of $949 and a weighting of 1.61%.
Latest Holdings of James Iselin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| NBO | NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. | 2018-02-01 | 6,726 | 8.48 | 57,036 |
| NBH | Neuberger Berman Intermediate Muni Fund | 2012-02-17 | 100 | 11.27 | 1,127 |
| NBW | Neuberger Berman CA Muni Fund Inc. | 2012-02-17 | 100 | 9.49 | 949 |
Holding Weightings of James Iselin
James Iselin Form 4 Trading Tracker
According to the SEC Form 4 filings, James Iselin has made a total of 0 transactions in NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) over the past 5 years. The most-recent trade in NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. is the acquisition of 2,104 shares on February 1, 2018, which cost James Iselin around $24,975.
According to the SEC Form 4 filings, James Iselin has made a total of 0 transactions in Neuberger Berman Intermediate Muni Fund (NBH) over the past 5 years. The most-recent trade in Neuberger Berman Intermediate Muni Fund is the acquisition of 100 shares on February 17, 2012, which cost James Iselin around $1,572.
According to the SEC Form 4 filings, James Iselin has made a total of 0 transactions in Neuberger Berman CA Muni Fund Inc. (NBW) over the past 5 years. The most-recent trade in Neuberger Berman CA Muni Fund Inc. is the acquisition of 100 shares on February 17, 2012, which cost James Iselin around $1,564.
Insider Trading History of James Iselin
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James Iselin Trading Performance
GuruFocus tracks the stock performance after each of James Iselin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Iselin is 0.05%. GuruFocus also compares James Iselin's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Iselin within 3 months outperforms 4 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James Iselin's insider trading performs compared to the benchmark.
Performance of James Iselin
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.32 | | | | | |
| Relative Return to S&P 500(%) | -4.67 | | | | | |
James Iselin Ownership Network
James Iselin Owned Company Details
What does NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. do?
Who are the key executives at NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC.?
James Iselin is the other: Portfolio Manager of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC.. Other key executives at NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. include 10 percent owner Boaz Weinstein , 10 percent owner Saba Capital Management, L.p. , and other: CEO of Affil. of Inv. Mgr. Bradley Tank .
NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. (NBO)'s detailed insider trading history can be found in Insider Trading Tracker table.
NEUBERGER BERMAN NEW YORK MUNICIPAL FUND INC. Insider Transactions
James Iselin Mailing Address
Above is the net worth, insider trading, and ownership report for James Iselin. You might contact James Iselin via mailing address: C/o Neuberger Berman, 605 Third Avenue, New York Ny 10158-3698.
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