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Carr Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Carr Financial Group’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
2023
Q3 		– Sell
-10,000
Closed -$110K – 171
2023
Q2 		$110K Sell
10,000
-12,076
-55% -$132K 0.04% 175
2023
Q1 		$246K Sell
22,076
-8,629
-28% -$96.3K 0.11% 150
2022
Q4 		$349K Buy
+30,705
New +$335K 0.18% 104

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carr Financial Group's NEA Position: Q3 2023 in Review

Carr Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 10,000 shares — an estimated $110K sold.

Carr Financial Group first reported a position in NEA in Q4 2022 and held it in 3 quarters. The position peaked at $349K in Q4 2022. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

  • Carr Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Carr Financial Group sold 10,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $110K.
  • Carr Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 3 quarters.
  • Carr Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $349K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Carr Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.