Claraphi Advisory Network’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Claraphi Advisory Network’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
2022 Q2	–	Sell	-10,000	Closed	-$131K	–	296
2022 Q1	$131K	Sell	10,000 -33,850	-77%	-$472K	0.04%	276
2021 Q4	$684K	Buy	43,850 +10,746	+32%	+$164K	0.24%	104
2021 Q3	$503K	Buy	33,104 +4,932	+18%	+$77.9K	0.18%	142
2021 Q2	$442K	Hold	28,172	–	–	0.13%	176
2021 Q1	$418K	Buy	28,172 +6,939	+33%	+$103K	0.12%	182
2020 Q4	$321K	Sell	21,233 -13,103	-38%	-$191K	0.09%	199
2020 Q3	$492K	Sell	34,336 -16,800	-33%	-$241K	0.18%	112
2020 Q2	$711K	Buy	51,136 +7,460	+17%	+$101K	0.3%	65
2020 Q1	$591K	Buy	+43,676	New	+$621K	0.28%	65
2018 Q4	–	Sell	-12,688	Closed	-$161K	–	252
2018 Q3	$161K	Hold	12,688	–	–	0.09%	244
2018 Q2	$165K	Hold	12,688	–	–	0.11%	249
2018 Q1	$165K	Sell	12,688 -2,130	-14%	-$28.1K	0.12%	238
2017 Q4	$204K	Buy	+14,818	New	+$203K	0.16%	201

Other funds holding NEA

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

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

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

SIA

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

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

MSL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Claraphi Advisory Network's NEA Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 10,000 shares — an estimated $131K sold.

Claraphi Advisory Network first reported a position in NEA in Q4 2017 and held it in 13 quarters. The position peaked at $711K in Q2 2020. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

Claraphi Advisory Network reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 10,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $131K.
Claraphi Advisory Network first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 13 quarters.
Claraphi Advisory Network's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $711K in Q2 2020.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.