Bellevue Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bellevue Asset Management’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
2023 Q2	–	Sell	-1,593	Closed	-$17.7K	–	487
2023 Q1	$17.7K	Hold	1,593	–	–	0.01%	236
2022 Q4	$18K	Hold	1,593	–	–	0.01%	238
2022 Q3	$17K	Hold	1,593	–	–	0.01%	249
2022 Q2	$19K	Sell	1,593 -395	-20%	-$4.81K	0.01%	247
2022 Q1	$26K	Hold	1,988	–	–	0.02%	240
2021 Q4	$31K	Hold	1,988	–	–	0.02%	225
2021 Q3	$30K	Hold	1,988	–	–	0.02%	227
2021 Q2	$31K	Hold	1,988	–	–	0.02%	230
2021 Q1	$29K	Hold	1,988	–	–	0.02%	242
2020 Q4	$30K	Hold	1,988	–	–	0.02%	231
2020 Q3	$29K	Hold	1,988	–	–	0.02%	220
2020 Q2	$28K	Hold	1,988	–	–	0.03%	222
2020 Q1	$25K	Hold	1,988	–	–	0.03%	238
2019 Q4	$29K	Buy	+1,988	New	+$28.2K	0.02%	219

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

SIA

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

HWAM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bellevue Asset Management's NEA Position: Q2 2023 in Review

Bellevue Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 1,593 shares — an estimated $17.7K sold.

Bellevue Asset Management first reported a position in NEA in Q4 2019 and held it in 14 quarters. The position peaked at $31K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

Bellevue Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Bellevue Asset Management sold 1,593 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $17.7K.
Bellevue Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 14 quarters.
Bellevue Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $31K in Q4 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Bellevue Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.