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Aris Wealth Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Aris Wealth 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
2015
Q3 		$23K Hold
1,728
– – 0.05% 153
2015
Q2 		$22K Hold
1,728
– – 0.02% 307
2015
Q1 		$24K Buy
+1,728
New +$24.1K 0.02% 301

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aris Wealth Services's NEA Position: Q3 2015 in Review

Aris Wealth Services held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2015 at 1,728 shares worth $23K. The position accounts for 0.05% of the portfolio, ranked #153.

Aris Wealth Services first reported a position in NEA in Q1 2015 and has held it in 3 quarters since. The position peaked at $24K in Q1 2015. 86 funds tracked by Wall St. Rank hold NEA as of Q3 2015.

  • Aris Wealth Services held 1,728 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $23K as of Q3 2015.
  • Aris Wealth Services left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2015.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #153 holding.
  • Aris Wealth Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $24K in Q1 2015.
  • 86 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.