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FineMark National Bank & Trust’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

FineMark National Bank & Trust’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
2017
Q2 		– Sell
-21,486
Closed -$287K – 374
2017
Q1 		$287K Buy
21,486
+7,082
+49% +$94.1K 0.02% 293
2016
Q4 		$192K Buy
14,404
+6,498
+82% +$87.8K 0.02% 346
2016
Q3 		$115K Buy
7,906
+6,257
+379% +$93.1K 0.01% 421
2016
Q2 		$25K Hold
1,649
– – ﹤0.01% 782
2016
Q1 		$23K Hold
1,649
– – ﹤0.01% 759
2015
Q4 		$23K Hold
1,649
– – ﹤0.01% 792
2015
Q3 		$21K Hold
1,649
– – ﹤0.01% 842
2015
Q2 		$21K Hold
1,649
– – ﹤0.01% 884
2015
Q1 		$23K Hold
1,649
– – ﹤0.01% 856
2014
Q4 		$23K Hold
1,649
– – ﹤0.01% 878
2014
Q3 		$22K Hold
1,649
– – ﹤0.01% 863
2014
Q2 		$22K Hold
1,649
– – ﹤0.01% 872
2014
Q1 		$21K Hold
1,649
– – ﹤0.01% 873
2013
Q4 		$20K Hold
1,649
– – ﹤0.01% 834
2013
Q3 		$21K Sell
1,649
-767
-32% -$9.43K 0.01% 786
2013
Q2 		$31K Buy
+2,416
New +$33.6K 0.01% 664

Other funds holding NEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

FineMark National Bank & Trust's NEA Position: Q2 2017 in Review

FineMark National Bank & Trust sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2017, closing a stake of 21,486 shares — an estimated $287K sold.

FineMark National Bank & Trust first reported a position in NEA in Q2 2013 and held it in 16 quarters. The position peaked at $287K in Q1 2017. 173 funds tracked by Wall St. Rank hold NEA as of Q2 2017.

  • FineMark National Bank & Trust reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 21,486 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2017, an estimated $287K.
  • FineMark National Bank & Trust first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 16 quarters.
  • FineMark National Bank & Trust's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $287K in Q1 2017.
  • 173 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2017.

Based on FineMark National Bank & Trust's 13F filing for Q2 2017, filed 26 Jul 2017.