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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Certified Advisory Corp's NEA Position: Q2 2020 in Review

Certified Advisory Corp increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.3% in Q2 2020, buying an estimated $149 and bringing the position to 888 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Certified Advisory Corp first reported a position in NEA in Q4 2017 and has held it in 11 quarters since. The position peaked at $13K in Q4 2019. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

Certified Advisory Corp held 888 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $12K as of Q2 2020.
Certified Advisory Corp bought 11 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $149.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #526 holding.
Certified Advisory Corp first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $13K in Q4 2019.
237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.