Csenge Advisory Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Csenge Advisory Group’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
2024 Q4	–	Sell	-10,354	Closed	-$123K	–	739
2024 Q3	$123K	Sell	10,354 -2,827	-21%	-$32.9K	0.01%	690
2024 Q2	$151K	Hold	13,181	–	–	0.01%	635
2024 Q1	$146K	Sell	13,181 -924	-7%	-$10.1K	0.01%	682
2023 Q4	$155K	Hold	14,105	–	–	0.01%	632
2023 Q3	$137K	Hold	14,105	–	–	0.01%	606
2023 Q2	$154K	Buy	+14,105	New	+$154K	0.01%	629
2018 Q4	–	Sell	-3,165	Closed	-$38K	–	1018
2018 Q3	$38K	Buy	+3,165	New	+$40.9K	0.01%	318

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Csenge Advisory Group's NEA Position: Q4 2024 in Review

Csenge Advisory Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 10,354 shares — an estimated $123K sold.

Csenge Advisory Group first reported a position in NEA in Q3 2018 and held it in 7 quarters. The position peaked at $155K in Q4 2023. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Csenge Advisory Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Csenge Advisory Group sold 10,354 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $123K.
Csenge Advisory Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and held it in 7 quarters.
Csenge Advisory Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $155K in Q4 2023.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.