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Beacon Pointe Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Beacon Pointe Advisors’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
2022
Q4 		– Sell
-12,489
Closed -$131K – 1093
2022
Q3 		$131K Buy
12,489
+49
+0.4% +$589 ﹤0.01% 952
2022
Q2 		$146K Sell
12,440
-11,404
-48% -$139K ﹤0.01% 988
2022
Q1 		$313K Buy
+23,844
New +$332K ﹤0.01% 969

Other funds holding NEA

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Beacon Pointe Advisors's NEA Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 12,489 shares — an estimated $131K sold.

Beacon Pointe Advisors first reported a position in NEA in Q1 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2022. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,489 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $131K.
  • Beacon Pointe Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 3 quarters.
  • Beacon Pointe Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $313K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.