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Concert Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-27,940
Closed -$382K – 97
2017
Q2 		$382K Sell
27,940
-12,551
-31% -$171K 0.37% 76
2017
Q1 		$540K Hold
40,491
– – 0.12% 229
2016
Q4 		$540K Sell
40,491
-17,650
-30% -$239K 0.12% 240
2016
Q3 		$848K Buy
58,141
+40,266
+225% +$599K 0.1% 250
2016
Q2 		$268K Hold
17,875
– – 0.04% 508
2016
Q1 		$254K Hold
17,875
– – 0.03% 512
2015
Q4 		$248K Hold
17,875
– – 0.03% 528
2015
Q3 		$233K Hold
17,875
– – 0.03% 566
2015
Q2 		$228K Sell
17,875
-10,378
-37% -$140K 0.03% 590
2015
Q1 		$0 Buy
28,253
+5,964
+27% +$83K ﹤0.01% 574
2014
Q4 		$308K Buy
22,289
+4,414
+25% +$60.3K 0.05% 454
2014
Q3 		$242K Hold
17,875
– – 0.03% 441
2014
Q2 		$240K Hold
17,875
– – 0.03% 472
2014
Q1 		$232K Hold
17,875
– – 0.03% 469
2013
Q4 		$215K Sell
17,875
-8,906
-33% -$108K 0.03% 476
2013
Q3 		$334K Buy
26,781
+566
+2% +$6.96K 0.05% 344
2013
Q2 		$338K Buy
+26,215
New +$365K 0.05% 311

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Concert Wealth Management's NEA Position: Q3 2017 in Review

Concert Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2017, closing a stake of 27,940 shares — an estimated $382K sold.

Concert Wealth Management first reported a position in NEA in Q2 2013 and held it in 17 quarters. The position peaked at $848K in Q3 2016. 180 funds tracked by Wall St. Rank hold NEA as of Q3 2017.

  • Concert Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 27,940 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2017, an estimated $382K.
  • Concert Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $848K in Q3 2016.
  • 180 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.