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

Capital Advisors Inc’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
2024
Q3 		– Sell
-10,584
Closed -$121K – 310
2024
Q2 		$121K Sell
10,584
-13,564
-56% -$148K ﹤0.01% 300
2024
Q1 		$267K Buy
+24,148
New +$265K 0.01% 257

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Capital Advisors Inc's NEA Position: Q3 2024 in Review

Capital Advisors Inc sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 10,584 shares — an estimated $121K sold.

Capital Advisors Inc first reported a position in NEA in Q1 2024 and held it in 2 quarters. The position peaked at $267K in Q1 2024. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

  • Capital Advisors Inc reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 10,584 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $121K.
  • Capital Advisors Inc first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 2 quarters.
  • Capital Advisors Inc's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $267K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Capital Advisors Inc's 13F filing for Q3 2024, filed 28 Oct 2024.