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

Dynasty 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	-17,200	Closed	-$218K	–	68
2018 Q3	$218K	Hold	17,200	–	–	0.28%	103
2018 Q2	$224K	Buy	17,200 +900	+6%	+$11.6K	0.46%	59
2018 Q1	$212K	Sell	16,300 -20,000	-55%	-$264K	0.09%	58
2017 Q4	$499K	Buy	+36,300	New	+$498K	0.86%	28

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

Dynasty Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2018, closing a stake of 17,200 shares — an estimated $218K sold.

Dynasty Wealth Management first reported a position in NEA in Q4 2017 and held it in 4 quarters. The position peaked at $499K in Q4 2017. 216 funds tracked by Wall St. Rank hold NEA as of Q4 2018.

Dynasty Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 17,200 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $218K.
Dynasty Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $499K in Q4 2017.
216 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.