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

Adams Wealth Management’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
Q4 		– Sell
-1,540
Closed -$22K – 242
2020
Q3 		$22K Buy
+1,540
New +$22.1K 0.02% 146

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BI
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GC
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PPA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Adams Wealth Management's NEA Position: Q4 2020 in Review

Adams Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2020, closing a stake of 1,540 shares — an estimated $22K sold.

Adams Wealth Management first reported a position in NEA in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q4 2020.

  • Adams Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 1,540 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2020, an estimated $22K.
  • Adams Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $22K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.