de Creative Planning Nuveen AMT-Free Quality Municipal Income Fund NEA Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 803 k | Vender |
68,428
-28,225
| -29% | -USD 324 k | ﹤0.01% | 2828 |
|
|
2026
Q1 | USD 1.09 M | Comprar |
96,653
+1,683
| +2% | +USD 19.6 k | ﹤0.01% | 2388 |
|
|
2025
Q4 | USD 1.1 M | Comprar |
94,970
+2,250
| +2% | +USD 25.9 k | ﹤0.01% | 2199 |
|
|
2025
Q3 | USD 1.06 M | Comprar |
92,720
+7,088
| +8% | +USD 78 k | ﹤0.01% | 2059 |
|
|
2025
Q2 | USD 935 k | Vender |
85,632
-9,107
| -10% | -USD 98.7 k | ﹤0.01% | 1918 |
|
|
2025
Q1 | USD 1.06 M | Vender |
94,739
-16,113
| -15% | -USD 184 k | ﹤0.01% | 1668 |
|
|
2024
Q4 | USD 1.25 M | Comprar |
110,852
+82,171
| +286% | +USD 956 k | ﹤0.01% | 1476 |
|
|
2024
Q3 | USD 343 k | Comprar |
28,681
+3,461
| +14% | +USD 40.2 k | ﹤0.01% | 2417 |
|
|
2024
Q2 | USD 289 k | Vender |
25,220
-3,980
| -14% | -USD 43.6 k | ﹤0.01% | 2381 |
|
|
2024
Q1 | USD 323 k | Comprar |
29,200
+1,831
| +7% | +USD 20.1 k | ﹤0.01% | 2186 |
|
|
2023
Q4 | USD 301 k | Vender |
27,369
-20,148
| -42% | -USD 206 k | ﹤0.01% | 2085 |
|
|
2023
Q3 | USD 460 k | Vender |
47,517
-624
| -1% | -USD 6.55 k | ﹤0.01% | 1619 |
|
|
2023
Q2 | USD 526 k | Vender |
48,141
-477,292
| -91% | -USD 5.22 M | ﹤0.01% | 1513 |
|
|
2023
Q1 | USD 5.84 M | Comprar |
525,433
+473,413
| +910% | +USD 5.29 M | 0.01% | 462 |
|
|
2022
Q4 | USD 591 k | Vender |
52,020
-393
| -0.7% | -USD 4.29 k | ﹤0.01% | 1334 |
|
|
2022
Q3 | USD 556 k | Vender |
52,413
-1,345
| -3% | -USD 16.2 k | ﹤0.01% | 1271 |
|
|
2022
Q2 | USD 632 k | Vender |
53,758
-2,691
| -5% | -USD 32.8 k | ﹤0.01% | 1186 |
|
|
2022
Q1 | USD 742 k | Vender |
56,449
-802
| -1% | -USD 11.2 k | ﹤0.01% | 1120 |
|
|
2021
Q4 | USD 893 k | Vender |
57,251
-6,745
| -11% | -USD 103 k | ﹤0.01% | 1002 |
|
|
2021
Q3 | USD 972 k | Comprar |
63,996
+4,991
| +8% | +USD 78.9 k | ﹤0.01% | 965 |
|
|
2021
Q2 | USD 926 k | Vender |
59,005
-26,929
| -31% | -USD 410 k | ﹤0.01% | 959 |
|
|
2021
Q1 | USD 1.27 M | Comprar |
85,934
+4,279
| +5% | +USD 63.4 k | ﹤0.01% | 912 |
|
|
2020
Q4 | USD 1.23 M | Comprar |
81,655
+2,951
| +4% | +USD 43 k | ﹤0.01% | 860 |
|
|
2020
Q3 | USD 1.13 M | Vender |
78,704
-12,906
| -14% | -USD 185 k | ﹤0.01% | 751 |
|
|
2020
Q2 | USD 1.27 M | Vender |
91,610
-10,634
| -10% | -USD 144 k | ﹤0.01% | 652 |
|
|
2020
Q1 | USD 1.38 M | Vender |
102,244
-8,325
| -8% | -USD 118 k | ﹤0.01% | 540 |
|
|
2019
Q4 | USD 1.59 M | Comprar |
110,569
+1,580
| +1% | +USD 22.4 k | ﹤0.01% | 593 |
|
|
2019
Q3 | USD 1.56 M | Comprar |
108,989
+11,923
| +12% | +USD 169 k | 0.01% | 574 |
|
|
2019
Q2 | USD 1.34 M | Comprar |
97,066
+1,506
| +2% | +USD 20.2 k | ﹤0.01% | 643 |
|
|
2019
Q1 | USD 1.28 M | Vender |
95,560
-13,961
| -13% | -USD 181 k | ﹤0.01% | 629 |
|
|
2018
Q4 | USD 1.35 M | Comprar |
109,521
+14,201
| +15% | +USD 174 k | 0.01% | 546 |
|
|
2018
Q3 | USD 1.21 M | Comprar |
95,320
+11,159
| +13% | +USD 144 k | ﹤0.01% | 685 |
|
|
2018
Q2 | USD 1.1 M | Comprar |
84,161
+1,916
| +2% | +USD 24.8 k | ﹤0.01% | 701 |
|
|
2018
Q1 | USD 1.07 M | Comprar |
82,245
+4,587
| +6% | +USD 60.5 k | ﹤0.01% | 700 |
|
|
2017
Q4 | USD 1.07 M | Vender |
77,658
-12,746
| -14% | -USD 175 k | ﹤0.01% | 700 |
|
|
2017
Q3 | USD 1.25 M | Comprar |
90,404
+9,000
| +11% | +USD 125 k | 0.01% | 617 |
|
|
2017
Q2 | USD 1.11 M | Comprar |
81,404
+13,292
| +20% | +USD 181 k | 0.01% | 636 |
|
|
2017
Q1 | USD 910 k | Vender |
68,112
-31,367
| -32% | -USD 417 k | 0.01% | 715 |
|
|
2016
Q4 | USD 1.33 M | Comprar |
99,479
+20,654
| +26% | +USD 279 k | 0.01% | 522 |
|
|
2016
Q3 | USD 1.15 M | Comprar |
78,825
+31,874
| +68% | +USD 474 k | 0.01% | 546 |
|
|
2016
Q2 | USD 704 k | Vender |
46,951
-336
| -0.7% | -USD 4.93 k | 0.01% | 640 |
|
|
2016
Q1 | USD 672 k | Comprar |
47,287
+4,677
| +11% | +USD 65.2 k | 0.01% | 632 |
|
|
2015
Q4 | USD 590 k | Vender |
42,610
-814
| -2% | -USD 10.8 k | ﹤0.01% | 685 |
|
|
2015
Q3 | USD 566 k | Vender |
43,424
-213
| -0.5% | -USD 2.75 k | 0.01% | 691 |
|
|
2015
Q2 | USD 556 k | Comprar |
43,637
+14,059
| +48% | +USD 189 k | 0.01% | 632 |
|
|
2015
Q1 | USD 410 k | Vender |
29,578
-200
| -0.7% | -USD 2.78 k | ﹤0.01% | 825 |
|
|
2014
Q4 | USD 412 k | Comprar |
29,778
+883
| +3% | +USD 12.1 k | ﹤0.01% | 769 |
|
|
2014
Q3 | USD 391 k | Comprar |
28,895
+13,300
| +85% | +USD 178 k | ﹤0.01% | 751 |
|
|
2014
Q2 | USD 210 k | Comprar |
15,595
+3,500
| +29% | +USD 46.6 k | ﹤0.01% | 1004 |
|
|
2014
Q1 | USD 157 k | Vender |
12,095
-809
| -6% | -USD 10.4 k | ﹤0.01% | 1125 |
|
|
2013
Q4 | USD 155 k | Comprar |
12,904
+10,887
| +540% | +USD 132 k | ﹤0.01% | 977 |
|
|
2013
Q3 | USD 25 k | Comprar |
2,017
+283
| +16% | +USD 3.48 k | ﹤0.01% | 1967 |
|
|
2013
Q2 | USD 22 k | Comprar |
+1,734
| Nuevas | +USD 24.1 k | ﹤0.01% | 1873 |
|
Otros fondos que tienen NEA en su cartera
Posición de Creative Planning en NEA: resumen de T2 2026
Creative Planning redujo su participación en Nuveen AMT-Free Quality Municipal Income Fund (NEA) en 29% durante T2 2026, al vender acciones por un valor estimado de USD 324 k, y conservó 68,428 acciones valuadas en USD 803 k. La posición representa ﹤0.01% de la cartera y ocupa el puesto #2828.
Creative Planning reportó por primera vez una posición en NEA en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 5.84 M en T1 2023. Al cierre de T2 2026, 297 fondos que sigue Wall St. Rank mantienen una posición en NEA.
- Al cierre de T2 2026, Creative Planning tenía 68,428 acciones de Nuveen AMT-Free Quality Municipal Income Fund con un valor de USD 803 k.
- Creative Planning vendió 28,225 acciones de Nuveen AMT-Free Quality Municipal Income Fund en T2 2026, por un valor estimado de USD 324 k.
- Nuveen AMT-Free Quality Municipal Income Fund representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 2828.
- Creative Planning reportó por primera vez una posición en Nuveen AMT-Free Quality Municipal Income Fund en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Creative Planning en Nuveen AMT-Free Quality Municipal Income Fund alcanzó su máximo de USD 5.84 M en T1 2023.
- Al cierre de T2 2026, 297 fondos que sigue Wall St. Rank tenían Nuveen AMT-Free Quality Municipal Income Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.