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

Doyle 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 Q2	–	Sell	-45,326	Closed	-$596K	–	234
2022 Q1	$596K	Buy	+45,326	New	+$632K	0.04%	142
2019 Q3	–	Sell	-482	Closed	-$7K	–	551
2019 Q2	$7K	Buy	+482	New	+$6.48K	﹤0.01%	691
2019 Q1	–	Sell	-482	Closed	-$6K	–	538
2018 Q4	$6K	Buy	+482	New	+$5.91K	﹤0.01%	700

Other funds holding NEA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SIA

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

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

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

Doyle Wealth Management's NEA Position: Q2 2022 in Review

Doyle Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 45,326 shares — an estimated $596K sold.

Doyle Wealth Management first reported a position in NEA in Q4 2018 and held it in 3 quarters. The position peaked at $596K in Q1 2022. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

Doyle Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 45,326 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $596K.
Doyle Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 3 quarters.
Doyle Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $596K in Q1 2022.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.