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BBR Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BBR Partners’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
2024
Q4 		– Sell
-27,386
Closed -$328K – 265
2024
Q3 		$328K Hold
27,386
– – 0.03% 171
2024
Q2 		$314K Hold
27,386
– – 0.03% 155
2024
Q1 		$303K Buy
27,386
+6,793
+33% +$74.5K 0.02% 192
2023
Q4 		$227K Buy
+20,593
New +$210K 0.02% 164

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

BBR Partners's NEA Position: Q4 2024 in Review

BBR Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 27,386 shares — an estimated $328K sold.

BBR Partners first reported a position in NEA in Q4 2023 and held it in 4 quarters. The position peaked at $328K in Q3 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • BBR Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • BBR Partners sold 27,386 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $328K.
  • BBR Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 4 quarters.
  • BBR Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $328K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on BBR Partners's 13F filing for Q4 2024, filed 7 Feb 2025.