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Glassman Wealth Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Glassman Wealth Services’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
2021
Q1 		– Sell
-7,400
Closed -$112K – 1556
2020
Q4 		$112K Hold
7,400
– – 0.03% 210
2020
Q3 		$106K Buy
+7,400
New +$106K 0.03% 192

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V
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Glassman Wealth Services's NEA Position: Q1 2021 in Review

Glassman Wealth Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 7,400 shares — an estimated $112K sold.

Glassman Wealth Services first reported a position in NEA in Q3 2020 and held it in 2 quarters. The position peaked at $112K in Q4 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

  • Glassman Wealth Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 7,400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $112K.
  • Glassman Wealth Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $112K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.