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Horan Securities’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Horan Securities’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
Q3 		– Sell
-4,056
Closed -$56K – 274
2019
Q2 		$56K Hold
4,056
– – 0.06% 64
2019
Q1 		$54K Hold
4,056
– – 0.06% 63
2018
Q4 		$52K Buy
+4,056
New +$49.7K 0.06% 59

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Horan Securities's NEA Position: Q3 2019 in Review

Horan Securities sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2019, closing a stake of 4,056 shares — an estimated $56K sold.

Horan Securities first reported a position in NEA in Q4 2018 and held it in 3 quarters. The position peaked at $56K in Q2 2019. 219 funds tracked by Wall St. Rank hold NEA as of Q3 2019.

  • Horan Securities reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Horan Securities sold 4,056 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2019, an estimated $56K.
  • Horan Securities first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 3 quarters.
  • Horan Securities's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $56K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2019.

Based on Horan Securities's 13F filing for Q3 2019, filed 21 Oct 2019.