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

Edge 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
2021 Q3	–	Sell	-4,500	Closed	-$71K	–	542
2021 Q2	$71K	Hold	4,500	–	–	0.01%	161
2021 Q1	$67K	Hold	4,500	–	–	0.01%	167
2020 Q4	$68K	Hold	4,500	–	–	0.02%	162
2020 Q3	$65K	Sell	4,500 -1,750	-28%	-$25.1K	0.02%	180
2020 Q2	$87K	Sell	6,250 -177,905	-97%	-$2.4M	0.02%	215
2020 Q1	$2.51M	Buy	+184,155	New	+$2.62M	0.54%	44
2019 Q4	–	Sell	-148,985	Closed	-$2.13M	–	626
2019 Q3	$2.13M	Hold	148,985	–	–	0.49%	44
2019 Q2	$2.06M	Buy	148,985 +3,450	+2%	+$46.4K	0.46%	44
2019 Q1	$1.94M	Hold	145,535	–	–	0.48%	44
2018 Q4	$1.79M	Buy	145,535 +58,690	+68%	+$720K	0.51%	38
2018 Q3	$1.1M	Sell	86,845 -1,245	-1%	-$16.1K	0.26%	56
2018 Q2	$1.15M	Hold	88,090	–	–	0.29%	50
2018 Q1	$1.15M	Buy	88,090 +26,620	+43%	+$351K	0.3%	55
2017 Q4	$847K	Buy	61,470 +9,432	+18%	+$129K	0.24%	62
2017 Q3	$719K	Sell	52,038 -11,937	-19%	-$166K	0.22%	61
2017 Q2	$875K	Buy	63,975 +4,678	+8%	+$63.7K	0.28%	58
2017 Q1	$791K	Sell	59,297 -1,661	-3%	-$22.1K	0.27%	56
2016 Q4	$813K	Buy	60,958 +59,208	+3,383%	+$800K	0.31%	59
2016 Q3	$26K	Hold	1,750	–	–	0.01%	245
2016 Q2	$26K	Buy	+1,750	New	+$25.7K	0.01%	230

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Wealth Management's NEA Position: Q3 2021 in Review

Edge Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2021, closing a stake of 4,500 shares — an estimated $71K sold.

Edge Wealth Management first reported a position in NEA in Q2 2016 and held it in 20 quarters. The position peaked at $2.51M in Q1 2020. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

Edge Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
Edge Wealth Management sold 4,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $71K.
Edge Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 20 quarters.
Edge Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.51M in Q1 2020.
288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.