Huber Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Huber Financial 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
2020 Q1	$2.24M	Buy	165,410 +64	+0%	+$911	0.84%	18
2019 Q4	$2.38M	Buy	165,346 +65	+0%	+$923	0.83%	16
2019 Q3	$2.37M	Buy	165,281 +65	+0%	+$921	0.92%	16
2019 Q2	$2.28M	Buy	165,216 +68	+0%	+$914	0.99%	14
2019 Q1	$2.21M	Buy	165,148 +69	+0%	+$897	1.08%	11
2018 Q4	$2.03M	Buy	165,079 +728	+0.4%	+$8.93K	1.11%	15
2018 Q3	$2.08M	Buy	164,351 +1,974	+1%	+$25.5K	1.6%	11
2018 Q2	$2.11M	Buy	162,377 +2,119	+1%	+$27.4K	1.93%	9
2018 Q1	$2.08M	Buy	160,258 +2,051	+1%	+$27K	2.05%	7
2017 Q4	$2.17M	Buy	+158,207	New	+$2.17M	2.4%	7

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 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Huber Financial Advisors's NEA Position: Q1 2020 in Review

Huber Financial Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.04% in Q1 2020, buying an estimated $911 and bringing the position to 165,410 shares worth $2.24M. The position accounts for 0.84% of the portfolio, ranked #18.

Huber Financial Advisors first reported a position in NEA in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.38M in Q4 2019. 256 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

Huber Financial Advisors held 165,410 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $2.24M as of Q1 2020.
Huber Financial Advisors bought 64 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $911.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.84% of Huber Financial Advisors's portfolio in Q1 2020, its #18 holding.
Huber Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.38M in Q4 2019.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.