Bedel Financial Consulting’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bedel Financial Consulting’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 Q1	–	Sell	-2,386	Closed	-$37K	–	1032
2021 Q4	$37K	Hold	2,386	–	–	0.01%	456
2021 Q3	$36K	Hold	2,386	–	–	0.01%	433
2021 Q2	$37K	Hold	2,386	–	–	0.01%	431
2021 Q1	$35K	Sell	2,386 -3,333	-58%	-$49.4K	0.01%	428
2020 Q4	$86K	Hold	5,719	–	–	0.04%	249
2020 Q3	$82K	Hold	5,719	–	–	0.04%	237
2020 Q2	$79K	Hold	5,719	–	–	0.04%	222
2020 Q1	$77K	Hold	5,719	–	–	0.05%	216
2019 Q4	$82K	Hold	5,719	–	–	0.05%	231
2019 Q3	$82K	Hold	5,719	–	–	0.05%	224
2019 Q2	$79K	Hold	5,719	–	–	0.05%	226
2019 Q1	$76K	Hold	5,719	–	–	0.05%	219
2018 Q4	$70K	Hold	5,719	–	–	0.05%	218
2018 Q3	$69K	Hold	5,719	–	–	0.05%	234
2018 Q2	$74K	Hold	5,719	–	–	0.05%	223
2018 Q1	$74K	Buy	+5,719	New	+$75.4K	0.06%	224

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Bedel Financial Consulting's NEA Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 2,386 shares — an estimated $37K sold.

Bedel Financial Consulting first reported a position in NEA in Q1 2018 and held it in 16 quarters. The position peaked at $86K in Q4 2020. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

Bedel Financial Consulting reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,386 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $37K.
Bedel Financial Consulting first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and held it in 16 quarters.
Bedel Financial Consulting's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $86K in Q4 2020.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.