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Berman Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-2,500
Closed -$35K – 1766
2020
Q3 		$35K Buy
+2,500
New +$35.9K 0.01% 441

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PPA
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
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MSL
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Berman Capital Advisors's NEA Position: Q4 2020 in Review

Berman Capital Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2020, closing a stake of 2,500 shares — an estimated $35K sold.

Berman Capital Advisors first reported a position in NEA in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q4 2020.

  • Berman Capital Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2020, an estimated $35K.
  • Berman Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $35K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.