EWM
NEA icon

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

EPG 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
2020
Q2 		– Sell
-638
Closed -$9K – 546
2020
Q1 		$9K Sell
638
-623
-49% -$8.86K 0.01% 498
2019
Q4 		$18K Buy
+1,261
New +$17.9K 0.01% 366

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

EPG Wealth Management's NEA Position: Q2 2020 in Review

EPG Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2020, closing a stake of 638 shares — an estimated $9K sold.

EPG Wealth Management first reported a position in NEA in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

  • EPG Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 638 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $9K.
  • EPG Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $18K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.