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

Excalibur 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
Q2 		– Sell
-25,322
Closed -$375K – 157
2021
Q1 		$375K Sell
25,322
-2,549
-9% -$37.8K 0.18% 104
2020
Q4 		$421K Buy
27,871
+4,266
+18% +$62.2K 0.23% 91
2020
Q3 		$338K Buy
23,605
+13,605
+136% +$195K 0.2% 93
2020
Q2 		$139K Buy
+10,000
New +$135K 0.09% 113

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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 $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Excalibur Management's NEA Position: Q2 2021 in Review

Excalibur Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2021, closing a stake of 25,322 shares — an estimated $375K sold.

Excalibur Management first reported a position in NEA in Q2 2020 and held it in 4 quarters. The position peaked at $421K in Q4 2020. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2021.

  • Excalibur Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Excalibur Management sold 25,322 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $375K.
  • Excalibur Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and held it in 4 quarters.
  • Excalibur Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $421K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Excalibur Management's 13F filing for Q2 2021, filed 26 Jul 2021.