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Baystate Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Baystate Wealth 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
2023
Q4 		$52.7K Buy
4,787
+370
+8% +$3.78K ﹤0.01% 370
2023
Q3 		$42.8K Buy
4,417
+43
+1% +$452 ﹤0.01% 363
2023
Q2 		$47.8K Buy
+4,374
New +$47.8K ﹤0.01% 336
2022
Q3 		– Sell
-228
Closed -$3K – 923
2022
Q2 		$3K Buy
+228
New +$2.78K ﹤0.01% 723

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's NEA Position: Q4 2023 in Review

Baystate Wealth Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 8.4% in Q4 2023, buying an estimated $3.78K and bringing the position to 4,787 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Baystate Wealth Management first reported a position in NEA in Q2 2022 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

  • Baystate Wealth Management held 4,787 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $52.7K as of Q4 2023.
  • Baystate Wealth Management bought 370 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $3.78K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #370 holding.
  • Baystate Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.