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

Forum Financial Management’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
2022
Q1 		– Sell
-19,351
Closed -$302K – 657
2021
Q4 		$302K Buy
+19,351
New +$294K 0.02% 422

Other funds holding NEA

RCM
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forum Financial Management's NEA Position: Q1 2022 in Review

Forum Financial Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 19,351 shares — an estimated $302K sold.

Forum Financial Management first reported a position in NEA in Q4 2021 and held it in 1 quarter. The position peaked at $302K in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

  • Forum Financial Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 19,351 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $302K.
  • Forum Financial Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $302K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.