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

Cornerstone 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
2016
Q3 		– Sell
-10,300
Closed -$155K – 232
2016
Q2 		$155K Buy
+10,300
New +$151K 0.04% 206
2013
Q3 		– Sell
-113,225
Closed -$1.46M – 242
2013
Q2 		$1.46M Buy
+113,225
New +$1.58M 0.57% 56

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Cornerstone Advisors's NEA Position: Q3 2016 in Review

Cornerstone Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2016, closing a stake of 10,300 shares — an estimated $155K sold.

Cornerstone Advisors first reported a position in NEA in Q2 2013 and held it in 2 quarters. The position peaked at $1.46M in Q2 2013. 169 funds tracked by Wall St. Rank hold NEA as of Q3 2016.

  • Cornerstone Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Advisors sold 10,300 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2016, an estimated $155K.
  • Cornerstone Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Cornerstone Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.46M in Q2 2013.
  • 169 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2016.

Based on Cornerstone Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.