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1919 Investment Counsel’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

1919 Investment Counsel’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
2014
Q3 		– Sell
-815
Closed -$11K – 1038
2014
Q2 		$11K Buy
+815
New +$10.9K ﹤0.01% 881

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

1919 Investment Counsel's NEA Position: Q3 2014 in Review

1919 Investment Counsel sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2014, closing a stake of 815 shares — an estimated $11K sold.

1919 Investment Counsel first reported a position in NEA in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 65 funds tracked by Wall St. Rank hold NEA as of Q3 2014.

  • 1919 Investment Counsel reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2014 after selling out during the quarter.
  • 1919 Investment Counsel sold 815 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2014, an estimated $11K.
  • 1919 Investment Counsel first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2014 and held it in 1 quarter.
  • 1919 Investment Counsel's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $11K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.