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

FourThought Financial’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 Q3	$28K	Hold	2,687	–	–	﹤0.01%	777
2022 Q2	$32K	Buy	2,687 +871	+48%	+$10.6K	﹤0.01%	749
2022 Q1	$24K	Hold	1,816	–	–	﹤0.01%	853
2021 Q4	$28K	Sell	1,816 -1,576	-46%	-$24K	﹤0.01%	839
2021 Q3	$51K	Hold	3,392	–	–	0.01%	692
2021 Q2	$53K	Hold	3,392	–	–	0.01%	686
2021 Q1	$50K	Hold	3,392	–	–	0.01%	689
2020 Q4	$51K	Buy	+3,392	New	+$49.4K	0.01%	660

Other funds holding NEA

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

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

SIA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

MSL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FourThought Financial's NEA Position: Q3 2022 in Review

FourThought Financial held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2022 at 2,687 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

FourThought Financial first reported a position in NEA in Q4 2020 and has held it in 8 quarters since. The position peaked at $53K in Q2 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

FourThought Financial held 2,687 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $28K as of Q3 2022.
FourThought Financial left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2022.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #777 holding.
FourThought Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $53K in Q2 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.