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Chapin Davis’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Chapin Davis’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
2026
Q3 		$306K Hold
30,705
– – 0.06% 186
2026
Q2 		$360K Hold
30,705
– – 0.06% 176
2026
Q1 		$345K Buy
+30,705
New +$357K 0.08% 188

Other funds holding NEA

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Chapin Davis's NEA Position: Q3 2026 in Review

Chapin Davis held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2026 at 30,705 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #186.

Chapin Davis first reported a position in NEA in Q1 2026 and has held it in 3 quarters since. The position peaked at $360K in Q2 2026. 15 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • Chapin Davis held 30,705 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $306K as of Q3 2026.
  • Chapin Davis left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.06% of Chapin Davis's portfolio in Q3 2026, its #186 holding.
  • Chapin Davis first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2026 and has held it in 3 quarters since.
  • Chapin Davis's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $360K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.