ACS
NEA icon

Archford Capital Strategies’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Archford Capital Strategies’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
Q1 		– Sell
-737
Closed -$9K – 748
2016
Q4 		$9K Buy
+737
New +$9.96K ﹤0.01% 380

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Archford Capital Strategies's NEA Position: Q1 2017 in Review

Archford Capital Strategies sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2017, closing a stake of 737 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in NEA in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 176 funds tracked by Wall St. Rank hold NEA as of Q1 2017.

  • Archford Capital Strategies reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 737 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2017, an estimated $9K.
  • Archford Capital Strategies first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 1 quarter.
  • Archford Capital Strategies's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $9K in Q4 2016.
  • 176 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.