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

Addison 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
2022
Q2 		– Sell
-596
Closed -$8K – 736
2022
Q1 		$8K Hold
596
– – ﹤0.01% 496
2021
Q4 		$9K Hold
596
– – 0.01% 413
2021
Q3 		$9K Hold
596
– – 0.01% 310
2021
Q2 		$9K Buy
+596
New +$9.07K 0.01% 307
2020
Q4 		$9K Buy
+596
New +$8.69K 0.01% 297

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Addison Advisors's NEA Position: Q2 2022 in Review

Addison Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 596 shares — an estimated $8K sold.

Addison Advisors first reported a position in NEA in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

  • Addison Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Addison Advisors sold 596 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $8K.
  • Addison Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 5 quarters.
  • Addison Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $9K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Addison Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.