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Avantax Planning Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-4,611
Closed -$58K – 872
2018
Q3 		$58K Buy
+4,611
New +$59.6K ﹤0.01% 452
2018
Q2 		– Sell
-2,555
Closed -$33K – 1021
2018
Q1 		$33K Buy
+2,555
New +$33.7K ﹤0.01% 617

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RCM
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PPA
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MSL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
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SIA
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Avantax Planning Partners's NEA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2018, closing a stake of 4,611 shares — an estimated $58K sold.

Avantax Planning Partners first reported a position in NEA in Q1 2018 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 216 funds tracked by Wall St. Rank hold NEA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,611 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $58K.
  • Avantax Planning Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $58K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.