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

Cetera Advisors’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 Q1	$439K	Buy	39,630 +22,621	+133%	+$248K	﹤0.01%	1686
2023 Q4	$187K	Sell	17,009 -6,636	-28%	-$67.7K	﹤0.01%	1656
2023 Q3	$229K	Buy	23,645 +63	+0.3%	+$662	﹤0.01%	1472
2023 Q2	$258K	Buy	23,582 +962	+4%	+$10.5K	﹤0.01%	1379
2023 Q1	$252K	Sell	22,620 -12,430	-35%	-$139K	﹤0.01%	1374
2022 Q4	$399K	Sell	35,050 -108	-0.3%	-$1.18K	0.01%	1089
2022 Q3	$373K	Buy	35,158 +1,542	+5%	+$18.5K	0.01%	899
2022 Q2	$395K	Buy	33,616 +108	+0.3%	+$1.32K	0.01%	947
2022 Q1	$440K	Sell	33,508 -5,703	-15%	-$79.5K	0.01%	948
2021 Q4	$612K	Buy	39,211 +9,678	+33%	+$147K	0.01%	805
2021 Q3	$449K	Buy	29,533 +2,430	+9%	+$38.4K	0.01%	917
2021 Q2	$426K	Buy	27,103 +15	+0.1%	+$228	0.01%	893
2021 Q1	$401K	Buy	+27,088	New	+$401K	0.01%	838
2018 Q4	–	Sell	-14,532	Closed	-$185K	–	924
2018 Q3	$185K	Buy	+14,532	New	+$188K	0.01%	896

Other funds holding NEA

KIM

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MSL

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

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

Cetera Advisors's NEA Position: Q1 2024 in Review

Cetera Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 133% in Q1 2024, buying an estimated $248K and bringing the position to 39,630 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Cetera Advisors first reported a position in NEA in Q3 2018 and has held it in 14 quarters since. The position peaked at $612K in Q4 2021. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

Cetera Advisors held 39,630 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $439K as of Q1 2024.
Cetera Advisors bought 22,621 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $248K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1686 holding.
Cetera Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and has held it in 14 quarters since.
Cetera Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $612K in Q4 2021.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.