HBW
NEA icon

Hazlett, Burt & Watson’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Hazlett, Burt & Watson’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
2023
Q1 		– Sell
-785
Closed -$9K – 666
2022
Q4 		$9K Hold
785
– – 0.01% 470
2022
Q3 		$8K Buy
+785
New +$9.43K 0.01% 478

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hazlett, Burt & Watson's NEA Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 785 shares — an estimated $9K sold.

Hazlett, Burt & Watson first reported a position in NEA in Q3 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 785 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $9K.
  • Hazlett, Burt & Watson first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $9K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.