Apriem Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-270	Closed	-$4K	–	395
2017 Q1	$4K	Sell	270 -2,030	-88%	-$27K	﹤0.01%	516
2016 Q4	$31K	Hold	2,300	–	–	0.01%	285
2016 Q3	$34K	Buy	+2,300	New	+$34.2K	0.01%	267
2013 Q4	–	Sell	-2,500	Closed	-$31K	–	519
2013 Q3	$31K	Hold	2,500	–	–	0.01%	242
2013 Q2	$32K	Buy	+2,500	New	+$34.8K	0.02%	235

Other funds holding NEA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Apriem Advisors's NEA Position: Q2 2017 in Review

Apriem Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2017, closing a stake of 270 shares — an estimated $4K sold.

Apriem Advisors first reported a position in NEA in Q2 2013 and held it in 5 quarters. The position peaked at $34K in Q3 2016. 173 funds tracked by Wall St. Rank hold NEA as of Q2 2017.

Apriem Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 270 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 5 quarters.
Apriem Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $34K in Q3 2016.
173 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.