Bank of Montreal
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Bank of Montreal’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-34,225
Closed -$390K – 3758
2025
Q3 		$390K Buy
34,225
+391
+1% +$4.3K ﹤0.01% 2395
2025
Q2 		$369K Buy
33,834
+879
+3% +$9.53K ﹤0.01% 2464
2025
Q1 		$369K Hold
32,955
– – ﹤0.01% 2382
2024
Q4 		$372K Buy
32,955
+1,085
+3% +$12.6K ﹤0.01% 2420
2024
Q3 		$381K Buy
31,870
+311
+1% +$3.62K ﹤0.01% 2596
2024
Q2 		$396K Sell
31,559
-16,560
-34% -$181K ﹤0.01% 2555
2024
Q1 		$613K Sell
48,119
-13,101
-21% -$144K ﹤0.01% 2301
2023
Q4 		$793K Buy
+61,220
New +$625K ﹤0.01% 2193
2022
Q4 		– Sell
-28,484
Closed -$336 – 4188
2022
Q3 		$336 Buy
28,484
+1,136
+4% +$13.7K ﹤0.01% 2861
2022
Q2 		$351 Buy
27,348
+204
+0.8% +$2.49K ﹤0.01% 2917
2022
Q1 		$382K Buy
+27,144
New +$378K ﹤0.01% 3033
2021
Q2 		– Sell
-1,085
Closed -$16K – 4495
2021
Q1 		$16K Buy
+1,085
New +$16.1K ﹤0.01% 4151
2020
Q1 		– Sell
-1,743
Closed -$25K – 4490
2019
Q4 		$25K Buy
+1,743
New +$24.8K ﹤0.01% 4186
2019
Q2 		– Sell
-1,337
Closed -$18K – 5013
2019
Q1 		$18K Buy
+1,337
New +$17.4K ﹤0.01% 3710
2018
Q2 		– Sell
-3,700
Closed -$48K – 4819
2018
Q1 		$48K Buy
+3,700
New +$48.8K ﹤0.01% 3246
2016
Q1 		– Sell
-45,686
Closed -$633K – 4333
2015
Q4 		$633K Buy
+45,686
New +$605K ﹤0.01% 1898
2015
Q3 		– Sell
-500
Closed -$6K – 4096
2015
Q2 		$6K Buy
+500
New +$6.72K ﹤0.01% 3594
2014
Q1 		– Sell
-1,047
Closed -$13K – 4103
2013
Q4 		$13K Buy
+1,047
New +$12.7K ﹤0.01% 3334

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal's NEA Position: Q4 2025 in Review

Bank of Montreal sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 34,225 shares — an estimated $390K sold.

Bank of Montreal first reported a position in NEA in Q4 2013 and held it in 18 quarters. The position peaked at $793K in Q4 2023. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

  • Bank of Montreal reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 34,225 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $390K.
  • Bank of Montreal first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 18 quarters.
  • Bank of Montreal's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $793K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.