BFG
NEA icon

Barber Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Barber Financial Group’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
2017
Q3 		– Sell
-12,028
Closed -$165K – 110
2017
Q2 		$165K Hold
12,028
– – 0.05% 84
2017
Q1 		$161K Hold
12,028
– – 0.06% 85
2016
Q4 		$160K Buy
+12,028
New +$163K 0.06% 79

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Barber Financial Group's NEA Position: Q3 2017 in Review

Barber Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2017, closing a stake of 12,028 shares — an estimated $165K sold.

Barber Financial Group first reported a position in NEA in Q4 2016 and held it in 3 quarters. The position peaked at $165K in Q2 2017. 180 funds tracked by Wall St. Rank hold NEA as of Q3 2017.

  • Barber Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • Barber Financial Group sold 12,028 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2017, an estimated $165K.
  • Barber Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 3 quarters.
  • Barber Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $165K in Q2 2017.
  • 180 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2017.

Based on Barber Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.