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BerganKDV Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

BerganKDV Wealth 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
2019
Q4 		– Sell
-1,474
Closed -$21K – 970
2019
Q3 		$21K Buy
1,474
+1,163
+374% +$16.5K ﹤0.01% 424
2019
Q2 		$4K Buy
+311
New +$4.18K ﹤0.01% 613

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

BerganKDV Wealth Management's NEA Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2019, closing a stake of 1,474 shares — an estimated $21K sold.

BerganKDV Wealth Management first reported a position in NEA in Q2 2019 and held it in 2 quarters. The position peaked at $21K in Q3 2019. 247 funds tracked by Wall St. Rank hold NEA as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,474 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2019, an estimated $21K.
  • BerganKDV Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $21K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.