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

Choate Investment 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 Q2	–	Sell	-18,366	Closed	-$203K	–	399
2024 Q1	$203K	Hold	18,366	–	–	0.01%	394
2023 Q4	$202K	Hold	18,366	–	–	0.01%	363
2023 Q3	$178K	Hold	18,366	–	–	0.01%	359
2023 Q2	$201K	Hold	18,366	–	–	0.01%	284
2023 Q1	$204K	Sell	18,366 -2,934	-14%	-$32.8K	0.01%	259
2022 Q4	$242K	Hold	21,300	–	–	0.01%	242
2022 Q3	$226K	Hold	21,300	–	–	0.01%	229
2022 Q2	$250K	Hold	21,300	–	–	0.02%	230
2022 Q1	$280K	Hold	21,300	–	–	0.01%	252
2021 Q4	$332K	Hold	21,300	–	–	0.02%	220
2021 Q3	$324K	Hold	21,300	–	–	0.02%	212
2021 Q2	$334K	Hold	21,300	–	–	0.02%	210
2021 Q1	$316K	Hold	21,300	–	–	0.02%	216
2020 Q4	$322K	Hold	21,300	–	–	0.02%	196
2020 Q3	$305K	Hold	21,300	–	–	0.02%	201
2020 Q2	$296K	Hold	21,300	–	–	0.02%	198
2020 Q1	$288K	Hold	21,300	–	–	0.02%	197
2019 Q4	$306K	Buy	21,300 +10,500	+97%	+$149K	0.02%	190
2019 Q3	$155K	Buy	+10,800	New	+$153K	0.01%	224

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

SIA

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

MSL

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Choate Investment Advisors's NEA Position: Q2 2024 in Review

Choate Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2024, closing a stake of 18,366 shares — an estimated $203K sold.

Choate Investment Advisors first reported a position in NEA in Q3 2019 and held it in 19 quarters. The position peaked at $334K in Q2 2021. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

Choate Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
Choate Investment Advisors sold 18,366 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $203K.
Choate Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 19 quarters.
Choate Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $334K in Q2 2021.
303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.