BAM
NEA icon

Barrett Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Barrett Asset 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
Q4 		– Sell
-320
Closed -$5K – 626
2021
Q3 		$5K Hold
320
– – ﹤0.01% 448
2021
Q2 		$5K Hold
320
– – ﹤0.01% 428
2021
Q1 		$5K Hold
320
– – ﹤0.01% 407
2020
Q4 		$5K Buy
+320
New +$4.66K ﹤0.01% 372

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Barrett Asset Management's NEA Position: Q4 2021 in Review

Barrett Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2021, closing a stake of 320 shares — an estimated $5K sold.

Barrett Asset Management first reported a position in NEA in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 310 funds tracked by Wall St. Rank hold NEA as of Q4 2021.

  • Barrett Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Barrett Asset Management sold 320 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $5K.
  • Barrett Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 4 quarters.
  • Barrett Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.