FinTrust Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

FinTrust Capital Advisors’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
2020 Q4	–	Sell	-184	Closed	-$3K	–	1124
2020 Q3	$3K	Hold	184	–	–	﹤0.01%	1030
2020 Q2	$3K	Hold	184	–	–	﹤0.01%	887
2020 Q1	$2K	Sell	184 -723	-80%	-$10.3K	﹤0.01%	1016
2019 Q4	$13K	Hold	907	–	–	0.01%	708
2019 Q3	$13K	Hold	907	–	–	﹤0.01%	717
2019 Q2	$13K	Sell	907 -36	-4%	-$484	0.01%	683
2019 Q1	$13K	Hold	943	–	–	0.01%	709
2018 Q4	$12K	Buy	+943	New	+$11.6K	0.01%	728

Other funds holding NEA

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

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

PPA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

FinTrust Capital Advisors's NEA Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2020, closing a stake of 184 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in NEA in Q4 2018 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 281 funds tracked by Wall St. Rank hold NEA as of Q4 2020.

FinTrust Capital Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 184 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2020, an estimated $3K.
FinTrust Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $13K in Q4 2019.
281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.