Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCM
Brookstone Capital Management’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Brookstone Capital 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
Q3
–
Sell
-10,860
Closed
-$119K
–
1166
2025
Q2
$119K
Buy
10,860
+25
+0.2%
+$271
﹤0.01%
1037
2025
Q1
$121K
Hold
10,835
–
–
﹤0.01%
993
2024
Q4
$122K
Sell
10,835
-1,384
-11%
-$16.1K
﹤0.01%
971
2024
Q3
$146K
Buy
+12,219
New
+$142K
﹤0.01%
978
2023
Q1
–
Sell
-14,658
Closed
-$165K
–
862
2022
Q4
$165K
Buy
+14,658
New
+$160K
﹤0.01%
787
Other funds holding NEA
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
MSL
Mackay Shields LLC
New York
$2.73B AUM
2.13%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close