Financial Architects (New Jersey)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-387	Closed	-$6K	–	968
2019 Q3	$6K	Hold	387	–	–	﹤0.01%	806
2019 Q2	$5K	Hold	387	–	–	﹤0.01%	1001
2019 Q1	$5K	Hold	387	–	–	﹤0.01%	1221
2018 Q4	$5K	Hold	387	–	–	﹤0.01%	1139
2018 Q3	$5K	Hold	387	–	–	﹤0.01%	1224
2018 Q2	$5K	Hold	387	–	–	﹤0.01%	1112
2018 Q1	$5K	Hold	387	–	–	﹤0.01%	1228
2017 Q4	$5K	Hold	387	–	–	﹤0.01%	1294
2017 Q3	$5K	Hold	387	–	–	﹤0.01%	1273
2017 Q2	$5K	Hold	387	–	–	﹤0.01%	1285
2017 Q1	$5K	Hold	387	–	–	﹤0.01%	1289
2016 Q4	$5K	Hold	387	–	–	﹤0.01%	1158
2016 Q3	$6K	Hold	387	–	–	﹤0.01%	1110
2016 Q2	$6K	Hold	387	–	–	﹤0.01%	1083
2016 Q1	$5K	Buy	+387	New	+$5.4K	﹤0.01%	898
2015 Q3	–	Sell	-387	Closed	-$5K	–	651
2015 Q2	$5K	Buy	+387	New	+$5.21K	﹤0.01%	961
2015 Q1	–	Sell	-387	Closed	-$5K	–	995
2014 Q4	$5K	Buy	+387	New	+$5.29K	﹤0.01%	835
2014 Q3	–	Sell	-387	Closed	-$5K	–	954
2014 Q2	$5K	Buy	+387	New	+$5.16K	﹤0.01%	787

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Financial Architects (New Jersey)'s NEA Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2019, closing a stake of 387 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in NEA in Q2 2014 and held it in 18 quarters. The position peaked at $6K in Q3 2019. 247 funds tracked by Wall St. Rank hold NEA as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 387 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2019, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2014 and held it in 18 quarters.
Financial Architects (New Jersey)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6K in Q3 2019.
247 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.