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

Cornerstone 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
2018
Q4 		– Sell
-30,067
Closed -$2.18M – 867
2018
Q3 		$2.18M Buy
30,067
+1,292
+4% +$16.7K 0.03% 468
2018
Q2 		$2.21M Buy
+28,775
New +$372K 0.02% 507

Other funds holding NEA

KIM
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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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 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

Cornerstone Wealth Management's NEA Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2018, closing a stake of 30,067 shares — an estimated $2.18M sold.

Cornerstone Wealth Management first reported a position in NEA in Q2 2018 and held it in 2 quarters. The position peaked at $2.21M in Q2 2018. 216 funds tracked by Wall St. Rank hold NEA as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 30,067 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $2.18M.
  • Cornerstone Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.21M in Q2 2018.
  • 216 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.