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

Atlas Private 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 Q2	–	Sell	-1,527	Closed	-$23K	–	275
2021 Q1	$23K	Hold	1,527	–	–	0.01%	248
2020 Q4	$23K	Hold	1,527	–	–	0.02%	251
2020 Q3	$22K	Hold	1,527	–	–	0.02%	244
2020 Q2	$21K	Hold	1,527	–	–	0.02%	265
2020 Q1	$21K	Hold	1,527	–	–	0.02%	246
2019 Q4	$22K	Buy	+1,527	New	+$21.7K	0.02%	280

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SIA

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

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

Atlas Private Wealth Management's NEA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2021, closing a stake of 1,527 shares — an estimated $23K sold.

Atlas Private Wealth Management first reported a position in NEA in Q4 2019 and held it in 6 quarters. The position peaked at $23K in Q1 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2021.

Atlas Private Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,527 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $23K.
Atlas Private Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $23K in Q1 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.