Chicago Partners Investment Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Chicago Partners Investment 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
2018 Q4	–	Sell	-1,614	Closed	-$20K	–	692
2018 Q3	$20K	Hold	1,614	–	–	﹤0.01%	687
2018 Q2	$21K	Hold	1,614	–	–	﹤0.01%	650
2018 Q1	$21K	Hold	1,614	–	–	﹤0.01%	623
2017 Q4	$22K	Hold	1,614	–	–	﹤0.01%	596
2017 Q3	$22K	Sell	1,614 -1,614	-50%	-$22.4K	﹤0.01%	610
2017 Q2	$44K	Buy	+3,228	New	+$43.9K	0.01%	405

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

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

RCM

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

PPA

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

MSL

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

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Chicago Partners Investment Group's NEA Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2018, closing a stake of 1,614 shares — an estimated $20K sold.

Chicago Partners Investment Group first reported a position in NEA in Q2 2017 and held it in 6 quarters. The position peaked at $44K in Q2 2017. 216 funds tracked by Wall St. Rank hold NEA as of Q4 2018.

Chicago Partners Investment Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,614 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $20K.
Chicago Partners Investment Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $44K in Q2 2017.
216 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.