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Global Wealth Management Investment Advisory’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-132
Closed -$2K – 559
2020
Q2 		$2K Hold
132
– – ﹤0.01% 523
2020
Q1 		$2K Hold
132
– – ﹤0.01% 513
2019
Q4 		$2K Buy
+132
New +$1.88K ﹤0.01% 520

Other funds holding NEA

Morgan Stanley
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.99B AUM 3.89% 1-Year Est. Return

Global Wealth Management Investment Advisory's NEA Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2020, closing a stake of 132 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in NEA in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 251 funds tracked by Wall St. Rank hold NEA as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 132 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2020, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.