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

Advisor Resource Council’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
2025
Q2 		– Sell
-13,079
Closed -$146K – 439
2025
Q1 		$146K Buy
+13,079
New +$149K 0.01% 562
2024
Q1 		– Sell
-19,393
Closed -$213K – 409
2023
Q4 		$213K Buy
+19,393
New +$198K 0.02% 441
2022
Q3 		– Sell
-26,247
Closed -$308K – 368
2022
Q2 		$308K Buy
+26,247
New +$320K 0.03% 375
2022
Q1 		– Sell
-44,687
Closed -$697K – 414
2021
Q4 		$697K Buy
+44,687
New +$680K 0.05% 282
2021
Q3 		– Sell
-45,473
Closed -$714K – 380
2021
Q2 		$714K Buy
+45,473
New +$692K 0.07% 247

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return