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

Evercore 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
2016
Q3 		– Sell
-1,450
Closed -$22K – 1044
2016
Q2 		$22K Buy
+1,450
New +$21.3K ﹤0.01% 735

Other funds holding NEA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Evercore Wealth Management's NEA Position: Q3 2016 in Review

Evercore Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2016, closing a stake of 1,450 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in NEA in Q2 2016 and held it in 1 quarter. The position peaked at $22K in Q2 2016. 168 funds tracked by Wall St. Rank hold NEA as of Q3 2016.

  • Evercore Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,450 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2016, an estimated $22K.
  • Evercore Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $22K in Q2 2016.
  • 168 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.