1834 Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

1834 Investment Advisors’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,767	Closed	-$51K	–	462
2020 Q1	$51K	Hold	3,767	–	–	0.01%	251
2019 Q4	$54K	Hold	3,767	–	–	0.01%	271
2019 Q3	$54K	Buy	+3,767	New	+$53.4K	0.01%	269
2019 Q2	–	Hold	0	–	–	–	279
2019 Q1	–	Hold	0	–	–	–	272
2018 Q4	–	Hold	0	–	–	–	270
2018 Q3	–	Hold	0	–	–	–	263
2018 Q2	–	Hold	0	–	–	–	249
2018 Q1	–	Hold	0	–	–	–	246
2017 Q4	–	Hold	0	–	–	–	261

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

1834 Investment Advisors's NEA Position: Q2 2020 in Review

1834 Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2020, closing a stake of 3,767 shares — an estimated $51K sold.

1834 Investment Advisors first reported a position in NEA in Q3 2019 and held it in 3 quarters. The position peaked at $54K in Q4 2019. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

1834 Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
1834 Investment Advisors sold 3,767 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $51K.
1834 Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 3 quarters.
1834 Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $54K in Q4 2019.
237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on 1834 Investment Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.