Beaumont Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Beaumont Financial 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 Q2	–	Sell	-16,945	Closed	-$223K	–	346
2022 Q1	$223K	Hold	16,945	–	–	0.02%	331
2021 Q4	$264K	Sell	16,945 -464	-3%	-$7.06K	0.02%	295
2021 Q3	$264K	Buy	17,409 +3,800	+28%	+$60K	0.02%	292
2021 Q2	$214K	Sell	13,609 -5,451	-29%	-$82.9K	0.02%	349
2021 Q1	$282K	Sell	19,060 -24,000	-56%	-$356K	0.02%	288
2020 Q4	$650K	Hold	43,060	–	–	0.06%	174
2020 Q3	$617K	Hold	43,060	–	–	0.06%	181
2020 Q2	$599K	Hold	43,060	–	–	0.06%	166
2020 Q1	$583K	Sell	43,060 -7,000	-14%	-$99.6K	0.07%	131
2019 Q4	$720K	Sell	50,060 -21,700	-30%	-$308K	0.07%	152
2019 Q3	$1.03M	Hold	71,760	–	–	0.1%	121
2019 Q2	$991K	Hold	71,760	–	–	0.1%	120
2019 Q1	$959K	Sell	71,760 -2,000	-3%	-$26K	0.1%	118
2018 Q4	$908K	Sell	73,760 -611	-0.8%	-$7.49K	0.15%	89
2018 Q3	$942K	Hold	74,371	–	–	0.09%	104
2018 Q2	$968K	Sell	74,371 -325	-0.4%	-$4.2K	0.1%	90
2018 Q1	$971K	Buy	74,696 +55,700	+293%	+$734K	0.11%	99
2017 Q4	$261K	Buy	18,996 +2,800	+17%	+$38.4K	0.03%	167
2017 Q3	$224K	Buy	16,196 +3,464	+27%	+$48.1K	0.03%	169
2017 Q2	$174K	Buy	12,732 +1,425	+13%	+$19.4K	0.02%	172
2017 Q1	$151K	Hold	11,307	–	–	0.02%	179
2016 Q4	$151K	Buy	+11,307	New	+$153K	0.02%	150

Other funds holding NEA

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Beaumont Financial Advisors's NEA Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 16,945 shares — an estimated $223K sold.

Beaumont Financial Advisors first reported a position in NEA in Q4 2016 and held it in 22 quarters. The position peaked at $1.03M in Q3 2019. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

Beaumont Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 16,945 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $223K.
Beaumont Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 22 quarters.
Beaumont Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.03M in Q3 2019.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.