Beirne Wealth Consulting Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Beirne Wealth Consulting Services’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	-13,162	Closed	-$205K	–	106
2021 Q4	$205K	Buy	+13,162	New	+$200K	0.11%	96
2021 Q3	–	Sell	-13,162	Closed	-$207K	–	121
2021 Q2	$207K	Hold	13,162	–	–	0.11%	105
2021 Q1	$196K	Sell	13,162 -3,093	-19%	-$45.8K	0.12%	98
2020 Q4	$245K	Hold	16,255	–	–	0.12%	128
2020 Q3	$234K	Hold	16,255	–	–	0.14%	117
2020 Q2	$227K	Sell	16,255 -1,000	-6%	-$13.5K	0.19%	67
2020 Q1	$235K	Buy	+17,255	New	+$245K	0.25%	57
2019 Q4	–	Sell	-19,198	Closed	-$276K	–	113
2019 Q3	$276K	Hold	19,198	–	–	0.23%	106
2019 Q2	$266K	Hold	19,198	–	–	0.24%	108
2019 Q1	$258K	Hold	19,198	–	–	0.2%	149
2018 Q4	$236K	Buy	+19,198	New	+$235K	0.2%	146

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

Beirne Wealth Consulting Services's NEA Position: Q1 2022 in Review

Beirne Wealth Consulting Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 13,162 shares — an estimated $205K sold.

Beirne Wealth Consulting Services first reported a position in NEA in Q4 2018 and held it in 11 quarters. The position peaked at $276K in Q3 2019. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

Beirne Wealth Consulting Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Beirne Wealth Consulting Services sold 13,162 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $205K.
Beirne Wealth Consulting Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 11 quarters.
Beirne Wealth Consulting Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $276K in Q3 2019.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2022, filed 10 May 2022.