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

Blue Bell Private 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
2025 Q2	–	Sell	-2,501	Closed	-$28K	–	750
2025 Q1	$28K	Sell	2,501 -3,000	-55%	-$34.2K	0.01%	432
2024 Q4	$62.1K	Sell	5,501 -5,700	-51%	-$66.3K	0.01%	334
2024 Q3	$134K	Hold	11,201	–	–	0.03%	252
2024 Q2	$128K	Buy	11,201 +3,401	+44%	+$37.2K	0.03%	248
2024 Q1	$86.3K	Buy	+7,800	New	+$85.6K	0.02%	276

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Blue Bell Private Wealth Management's NEA Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 2,501 shares — an estimated $28K sold.

Blue Bell Private Wealth Management first reported a position in NEA in Q1 2024 and held it in 5 quarters. The position peaked at $134K in Q3 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,501 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $28K.
Blue Bell Private Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 5 quarters.
Blue Bell Private Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $134K in Q3 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.