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Colton Groome Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Colton Groome Financial 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
2021
Q1 		– Sell
-13,334
Closed -$201K – 72
2020
Q4 		$201K Hold
13,334
– – 0.13% 61
2020
Q3 		$191K Hold
13,334
– – 0.13% 55
2020
Q2 		$185K Buy
+13,334
New +$180K 0.13% 55

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BI
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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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Colton Groome Financial Advisors's NEA Position: Q1 2021 in Review

Colton Groome Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 13,334 shares — an estimated $201K sold.

Colton Groome Financial Advisors first reported a position in NEA in Q2 2020 and held it in 3 quarters. The position peaked at $201K in Q4 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

  • Colton Groome Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 13,334 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $201K.
  • Colton Groome Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and held it in 3 quarters.
  • Colton Groome Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $201K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.