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

Coastal Bridge 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
2026 Q2	$358K	Hold	30,470	–	–	0.02%	372
2026 Q1	$342K	Sell	30,470 -2,317	-7%	-$27K	0.02%	359
2025 Q4	$381K	Buy	32,787 +53	+0.2%	+$610	0.03%	339
2025 Q3	$373K	Buy	32,734 +45	+0.1%	+$495	0.03%	338
2025 Q2	$357K	Sell	32,689 -7,940	-20%	-$86.1K	0.03%	330
2025 Q1	$455K	Buy	+40,629	New	+$463K	0.04%	292
2017 Q2	–	Sell	-11,108	Closed	-$148K	–	113
2017 Q1	$148K	Sell	11,108 -7,051	-39%	-$93.7K	0.05%	85
2016 Q4	$242K	Buy	+18,159	New	+$245K	0.09%	70

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

Coastal Bridge Advisors's NEA Position: Q2 2026 in Review

Coastal Bridge Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 30,470 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #372.

Coastal Bridge Advisors first reported a position in NEA in Q4 2016 and has held it in 8 quarters since. The position peaked at $455K in Q1 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Coastal Bridge Advisors held 30,470 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $358K as of Q2 2026.
Coastal Bridge Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #372 holding.
Coastal Bridge Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 8 quarters since.
Coastal Bridge Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $455K in Q1 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.