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

Cranbrook 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
2022
Q4 		– Sell
-6,486
Closed -$69K – 307
2022
Q3 		$69K Hold
6,486
– – 0.02% 142
2022
Q2 		$76K Hold
6,486
– – 0.02% 142
2022
Q1 		$85K Hold
6,486
– – 0.02% 144
2021
Q4 		$101K Hold
6,486
– – 0.02% 130
2021
Q3 		$99K Hold
6,486
– – 0.02% 135
2021
Q2 		$102K Hold
6,486
– – 0.02% 131
2021
Q1 		$96K Hold
6,486
– – 0.02% 134
2020
Q4 		$98K Buy
+6,486
New +$94.5K 0.03% 127
2019
Q4 		– Sell
-560
Closed -$8K – 277
2019
Q3 		$8K Buy
+560
New +$7.94K ﹤0.01% 205

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KIM
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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cranbrook Wealth Management's NEA Position: Q4 2022 in Review

Cranbrook Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 6,486 shares — an estimated $69K sold.

Cranbrook Wealth Management first reported a position in NEA in Q3 2019 and held it in 9 quarters. The position peaked at $102K in Q2 2021. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

  • Cranbrook Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 6,486 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $69K.
  • Cranbrook Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 9 quarters.
  • Cranbrook Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $102K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.