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Advisor Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Advisor Group’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
2019
Q4 		$3.4M Buy
236,193
+12,233
+5% +$174K 0.02% 563
2019
Q3 		$3.2M Buy
223,960
+8,866
+4% +$126K 0.02% 578
2019
Q2 		$2.97M Buy
215,094
+16,716
+8% +$225K 0.02% 593
2019
Q1 		$2.65M Buy
198,378
+16,289
+9% +$212K 0.02% 618
2018
Q4 		$2.24M Sell
182,089
-5,479
-3% -$67.2K 0.02% 593
2018
Q3 		$2.38M Sell
187,568
-3,660
-2% -$47.3K 0.02% 579
2018
Q2 		$2.49M Buy
191,228
+4,869
+3% +$62.9K 0.03% 466
2018
Q1 		$2.42M Buy
186,359
+7,145
+4% +$94.2K 0.03% 486
2017
Q4 		$2.46M Buy
179,214
+111,076
+163% +$1.52M 0.03% 485
2017
Q3 		$944K Buy
68,138
+20,479
+43% +$284K 0.01% 835
2017
Q2 		$653K Buy
47,659
+2,810
+6% +$38.2K 0.01% 980
2017
Q1 		$600K Buy
44,849
+4,191
+10% +$55.7K 0.01% 965
2016
Q4 		$542K Buy
40,658
+6,005
+17% +$81.2K 0.01% 970
2016
Q3 		$505K Buy
34,653
+27,278
+370% +$406K 0.01% 973
2016
Q2 		$110K Buy
+7,375
New +$108K ﹤0.01% 1864

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Advisor Group's NEA Position: Q4 2019 in Review

Advisor Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 5.5% in Q4 2019, buying an estimated $174K and bringing the position to 236,193 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #563.

Advisor Group first reported a position in NEA in Q2 2016 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold NEA as of Q4 2019.

  • Advisor Group held 236,193 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.4M as of Q4 2019.
  • Advisor Group bought 12,233 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2019, an estimated $174K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #563 holding.
  • Advisor Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and has held it in 15 quarters since.
  • 247 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.