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Confluence Wealth Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-1,829
Closed -$28K – 828
2021
Q4 		$28K Buy
+1,829
New +$27.8K 0.01% 632

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PPA
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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
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Confluence Wealth Services's NEA Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 1,829 shares — an estimated $28K sold.

Confluence Wealth Services first reported a position in NEA in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,829 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $28K.
  • Confluence Wealth Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $28K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.