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

Altavista 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
2021 Q4	$312K	Hold	20,007	–	–	0.06%	155
2021 Q3	$304K	Hold	20,007	–	–	0.07%	153
2021 Q2	$314K	Buy	+20,007	New	+$304K	0.07%	153
2020 Q3	–	Sell	-14,962	Closed	-$208K	–	167
2020 Q2	$208K	Hold	14,962	–	–	0.06%	166
2020 Q1	$203K	Hold	14,962	–	–	0.07%	153
2019 Q4	$215K	Buy	+14,962	New	+$213K	0.06%	159

Other funds holding NEA

RCM

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

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

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

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

PPA

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

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

SIA

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altavista Wealth Management's NEA Position: Q4 2021 in Review

Altavista Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q4 2021 at 20,007 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #155.

Altavista Wealth Management first reported a position in NEA in Q4 2019 and has held it in 6 quarters since. The position peaked at $314K in Q2 2021. 310 funds tracked by Wall St. Rank hold NEA as of Q4 2021.

Altavista Wealth Management held 20,007 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $312K as of Q4 2021.
Altavista Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q4 2021.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #155 holding.
Altavista Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 6 quarters since.
Altavista Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $314K in Q2 2021.
310 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.