Evergreen Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Evergreen Capital 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
2019 Q3	–	Sell	-12,171	Closed	-$168K	–	458
2019 Q2	$168K	Buy	+12,171	New	+$164K	0.02%	407
2019 Q1	–	Hold	0	–	–	–	372
2018 Q4	–	Hold	0	–	–	–	349
2018 Q3	–	Hold	0	–	–	–	332
2018 Q2	–	Hold	0	–	–	–	313
2018 Q1	–	Hold	0	–	–	–	296
2017 Q4	–	Hold	0	–	–	–	208
2017 Q3	–	Hold	0	–	–	–	172

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

PPA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

Evergreen Capital Management's NEA Position: Q3 2019 in Review

Evergreen Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2019, closing a stake of 12,171 shares — an estimated $168K sold.

Evergreen Capital Management first reported a position in NEA in Q2 2019 and held it in 1 quarter. The position peaked at $168K in Q2 2019. 219 funds tracked by Wall St. Rank hold NEA as of Q3 2019.

Evergreen Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
Evergreen Capital Management sold 12,171 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2019, an estimated $168K.
Evergreen Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 1 quarter.
Evergreen Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $168K in Q2 2019.
219 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2019.

Based on Evergreen Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.