Guidant Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Guidant Wealth Advisors’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	-2,851	Closed	-$35K	–	284
2018 Q4	$35K	Buy	2,851 +12	+0.4%	+$147	0.02%	146
2018 Q3	$35K	Buy	2,839 +11	+0.4%	+$142	0.01%	95
2018 Q2	$36K	Buy	2,828 +12	+0.4%	+$155	0.02%	93
2018 Q1	$36K	Buy	2,816 +11	+0.4%	+$145	0.02%	91
2017 Q4	$38K	Buy	2,805 +1,948	+227%	+$26.7K	0.02%	91
2017 Q3	$11K	Buy	+857	New	+$11.9K	0.01%	152

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Guidant Wealth Advisors's NEA Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2019, closing a stake of 2,851 shares — an estimated $35K sold.

Guidant Wealth Advisors first reported a position in NEA in Q3 2017 and held it in 6 quarters. The position peaked at $38K in Q4 2017. 215 funds tracked by Wall St. Rank hold NEA as of Q1 2019.

Guidant Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 2,851 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $35K.
Guidant Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2017 and held it in 6 quarters.
Guidant Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $38K in Q4 2017.
215 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.