CMC Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

CMC Financial 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
2023 Q1	–	Sell	-10,274	Closed	-$119K	–	23
2022 Q4	$119K	Hold	10,274	–	–	0.19%	19
2022 Q3	$109K	Hold	10,274	–	–	0.26%	17
2022 Q2	$121K	Hold	10,274	–	–	0.21%	19
2022 Q1	$124K	Hold	10,274	–	–	0.14%	29
2021 Q4	$160K	Buy	10,274 +116	+1%	+$1.76K	0.09%	28
2021 Q3	$154K	Buy	10,158 +57	+0.6%	+$901	0.09%	25
2021 Q2	$159K	Buy	10,101 +59	+0.6%	+$898	0.09%	30
2021 Q1	$149K	Buy	+10,042	New	+$149K	0.09%	27

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

CMC Financial Group's NEA Position: Q1 2023 in Review

CMC Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 10,274 shares — an estimated $119K sold.

CMC Financial Group first reported a position in NEA in Q1 2021 and held it in 8 quarters. The position peaked at $160K in Q4 2021. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

CMC Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
CMC Financial Group sold 10,274 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $119K.
CMC Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 8 quarters.
CMC Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $160K in Q4 2021.
291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on CMC Financial Group's 13F filing for Q1 2023, filed 1 May 2023.