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Gilliland Jeter Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-5,902
Closed -$70.6K – 481
2024
Q3 		$70.6K Buy
5,902
+80
+1% +$930 0.02% 262
2024
Q2 		$66.7K Buy
5,822
+58
+1% +$635 0.02% 260
2024
Q1 		$63.8K Buy
+5,764
New +$63.3K 0.02% 263

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's NEA Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 5,902 shares — an estimated $70.6K sold.

Gilliland Jeter Wealth Management first reported a position in NEA in Q1 2024 and held it in 3 quarters. The position peaked at $70.6K in Q3 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 5,902 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $70.6K.
  • Gilliland Jeter Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $70.6K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.