Alpha Cubed Investments’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Alpha Cubed Investments’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
2021 Q1	–	Sell	-15,099	Closed	-$228K	–	272
2020 Q4	$228K	Buy	+15,099	New	+$220K	0.02%	227
2020 Q2	–	Sell	-12,421	Closed	-$168K	–	231
2020 Q1	$168K	Hold	12,421	–	–	0.02%	203
2019 Q4	$179K	Sell	12,421 -2,293	-16%	-$32.6K	0.02%	245
2019 Q3	$211K	Buy	+14,714	New	+$209K	0.02%	231

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpha Cubed Investments's NEA Position: Q1 2021 in Review

Alpha Cubed Investments sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 15,099 shares — an estimated $228K sold.

Alpha Cubed Investments first reported a position in NEA in Q3 2019 and held it in 4 quarters. The position peaked at $228K in Q4 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

Alpha Cubed Investments reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
Alpha Cubed Investments sold 15,099 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $228K.
Alpha Cubed Investments first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 4 quarters.
Alpha Cubed Investments's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $228K in Q4 2020.
281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on Alpha Cubed Investments's 13F filing for Q1 2021, filed 23 Apr 2021.