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ACG Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-4,266
Closed -$50K – 737
2022
Q2 		$50K Buy
+4,266
New +$52K 0.01% 435

Other funds holding NEA

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACG Wealth's NEA Position: Q3 2022 in Review

ACG Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 4,266 shares — an estimated $50K sold.

ACG Wealth first reported a position in NEA in Q2 2022 and held it in 1 quarter. The position peaked at $50K in Q2 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • ACG Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 4,266 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $50K.
  • ACG Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $50K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.