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Annapolis Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-78
Closed -$1K – 493
2021
Q4 		$1K Buy
+78
New +$1.19K ﹤0.01% 442

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PPA
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BI
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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's NEA Position: Q1 2022 in Review

Annapolis Financial Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 78 shares — an estimated $1K sold.

Annapolis Financial Services first reported a position in NEA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

  • Annapolis Financial Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 78 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $1K.
  • Annapolis Financial Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 1 quarter.
  • Annapolis Financial Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Annapolis Financial Services's 13F filing for Q1 2022, filed 29 Apr 2022.