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

Aurora Private Wealth’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
Q3 		– Sell
-11,319
Closed -$178K – 226
2021
Q2 		$178K Buy
11,319
+88
+0.8% +$1.34K 0.07% 193
2021
Q1 		$166K Sell
11,231
-646
-5% -$9.57K 0.07% 198
2020
Q4 		$179K Buy
+11,877
New +$173K 0.08% 206
2020
Q2 		– Sell
-10,643
Closed -$144K – 214
2020
Q1 		$144K Buy
+10,643
New +$151K 0.05% 222

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aurora Private Wealth's NEA Position: Q3 2021 in Review

Aurora Private Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2021, closing a stake of 11,319 shares — an estimated $178K sold.

Aurora Private Wealth first reported a position in NEA in Q1 2020 and held it in 4 quarters. The position peaked at $179K in Q4 2020. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

  • Aurora Private Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 11,319 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $178K.
  • Aurora Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 4 quarters.
  • Aurora Private Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $179K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Aurora Private Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.