Certified Advisory Corp’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Certified Advisory Corp’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 Q2	$12K	Buy	888 +11	+1%	+$149	﹤0.01%	526
2020 Q1	$12K	Buy	877 +6	+0.7%	+$85	﹤0.01%	503
2019 Q4	$13K	Buy	871 +13	+2%	+$185	﹤0.01%	549
2019 Q3	$12K	Buy	858 +10	+1%	+$142	﹤0.01%	564
2019 Q2	$12K	Buy	848 +10	+1%	+$134	﹤0.01%	565
2019 Q1	$11K	Buy	838 +7	+0.8%	+$91	﹤0.01%	540
2018 Q4	$10K	Buy	831 +14	+2%	+$172	0.01%	539
2018 Q3	$10K	Buy	817 +10	+1%	+$129	﹤0.01%	564
2018 Q2	$10K	Buy	807 +12	+2%	+$155	0.01%	535
2018 Q1	$10K	Buy	795 +7	+0.9%	+$92	0.01%	512
2017 Q4	$10K	Buy	+788	New	+$10.8K	0.01%	469

Other funds holding NEA

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

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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