Financial Perspectives’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Financial Perspectives’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
2023 Q3	–	Sell	-2,018	Closed	-$22.1K	–	709
2023 Q2	$22.1K	Hold	2,018	–	–	0.01%	352
2023 Q1	$22.4K	Hold	2,018	–	–	0.01%	345
2022 Q4	$22.9K	Hold	2,018	–	–	0.01%	332
2022 Q3	$21.4K	Hold	2,018	–	–	0.01%	336
2022 Q2	$23.7K	Hold	2,018	–	–	0.01%	328
2022 Q1	$26.5K	Hold	2,018	–	–	0.01%	329
2021 Q4	$31.5K	Hold	2,018	–	–	0.01%	298
2021 Q3	$30.7K	Hold	2,018	–	–	0.02%	298
2021 Q2	$31.7K	Hold	2,018	–	–	0.02%	315
2021 Q1	$29.9K	Hold	2,018	–	–	0.02%	302
2020 Q4	$30.5K	Hold	2,018	–	–	0.02%	283
2020 Q3	$28.9K	Hold	2,018	–	–	0.02%	244
2020 Q2	$28.1K	Hold	2,018	–	–	0.02%	234
2020 Q1	$27.3K	Hold	2,018	–	–	0.02%	214
2019 Q4	$29K	Buy	+2,018	New	+$28.7K	0.02%	219

Other funds holding NEA

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Perspectives's NEA Position: Q3 2023 in Review

Financial Perspectives sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 2,018 shares — an estimated $22.1K sold.

Financial Perspectives first reported a position in NEA in Q4 2019 and held it in 15 quarters. The position peaked at $31.7K in Q2 2021. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

Financial Perspectives reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Financial Perspectives sold 2,018 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $22.1K.
Financial Perspectives first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 15 quarters.
Financial Perspectives's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $31.7K in Q2 2021.
283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Financial Perspectives's 13F filing for Q3 2023, filed 10 Jan 2024.