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

Bayshore 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
2025
Q1 		– Sell
-177,865
Closed -$2.01M – 46
2024
Q4 		$2.01M Hold
177,865
– – 0.92% 19
2024
Q3 		$2.13M Buy
+177,865
New +$2.07M 0.96% 19
2024
Q2 		– Sell
-20,260
Closed -$224K – 40
2024
Q1 		$224K Buy
+20,260
New +$222K 0.11% 39

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bayshore Asset Management's NEA Position: Q1 2025 in Review

Bayshore Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 177,865 shares — an estimated $2.01M sold.

Bayshore Asset Management first reported a position in NEA in Q1 2024 and held it in 3 quarters. The position peaked at $2.13M in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Bayshore Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bayshore Asset Management sold 177,865 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $2.01M.
  • Bayshore Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 3 quarters.
  • Bayshore Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.13M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Bayshore Asset Management's 13F filing for Q1 2025, filed 17 Apr 2025.