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

Claro 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
2023 Q1	–	Sell	-30,872	Closed	-$351K	–	371
2022 Q4	$351K	Sell	30,872 -12,772	-29%	-$139K	0.11%	211
2022 Q3	$513K	Hold	43,644	–	–	0.2%	125
2022 Q2	$513K	Buy	+43,644	New	+$532K	0.2%	125
2019 Q1	–	Sell	-2,982	Closed	-$38K	–	666
2018 Q4	$38K	Buy	+2,982	New	+$36.6K	0.03%	390

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Claro Advisors's NEA Position: Q1 2023 in Review

Claro Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 30,872 shares — an estimated $351K sold.

Claro Advisors first reported a position in NEA in Q4 2018 and held it in 4 quarters. The position peaked at $513K in Q3 2022. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

Claro Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Claro Advisors sold 30,872 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $351K.
Claro Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 4 quarters.
Claro Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $513K in Q3 2022.
291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Claro Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.