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

Colony 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
Q2 		– Sell
-10,107
Closed -$112K – 790
2023
Q1 		$112K Buy
+10,107
New +$113K ﹤0.01% 763

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Colony Group's NEA Position: Q2 2023 in Review

Colony Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 10,107 shares — an estimated $112K sold.

Colony Group first reported a position in NEA in Q1 2023 and held it in 1 quarter. The position peaked at $112K in Q1 2023. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

  • Colony Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Colony Group sold 10,107 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $112K.
  • Colony Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • Colony Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $112K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Colony Group's 13F filing for Q2 2023, filed 15 Aug 2023.