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

GenTrust’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
2019
Q1 		– Sell
-82,823
Closed -$1.02M – 96
2018
Q4 		$1.02M Buy
+82,823
New +$1.02M 0.18% 45

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

GenTrust's NEA Position: Q1 2019 in Review

GenTrust sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2019, closing a stake of 82,823 shares — an estimated $1.02M sold.

GenTrust first reported a position in NEA in Q4 2018 and held it in 1 quarter. The position peaked at $1.02M in Q4 2018. 215 funds tracked by Wall St. Rank hold NEA as of Q1 2019.

  • GenTrust reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • GenTrust sold 82,823 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $1.02M.
  • GenTrust first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 1 quarter.
  • GenTrust's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.02M in Q4 2018.
  • 215 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on GenTrust's 13F filing for Q1 2019, filed 6 May 2019.