Fort Point Capital Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Fort Point Capital Partners’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
2024 Q3	–	Sell	-212,147	Closed	-$2.43M	–	328
2024 Q2	$2.43M	Buy	212,147 +35,555	+20%	+$389K	0.31%	57
2024 Q1	$1.95M	Buy	+176,592	New	+$1.94M	0.26%	66
2023 Q4	–	Sell	-42,373	Closed	-$410K	–	315
2023 Q3	$410K	Buy	42,373 +24,790	+141%	+$260K	0.06%	165
2023 Q2	$192K	Buy	+17,583	New	+$192K	0.03%	269

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fort Point Capital Partners's NEA Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 212,147 shares — an estimated $2.43M sold.

Fort Point Capital Partners first reported a position in NEA in Q2 2023 and held it in 4 quarters. The position peaked at $2.43M in Q2 2024. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

Fort Point Capital Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 212,147 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $2.43M.
Fort Point Capital Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 4 quarters.
Fort Point Capital Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.43M in Q2 2024.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.