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IEQ Capital’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

IEQ Capital’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
2024
Q4 		– Sell
-20,000
Closed -$239K – 1408
2024
Q3 		$239K Hold
20,000
– – ﹤0.01% 1004
2024
Q2 		$229K Sell
20,000
-4,716
-19% -$51.6K ﹤0.01% 879
2024
Q1 		$274K Buy
24,716
+12,907
+109% +$142K ﹤0.01% 794
2023
Q4 		$130K Sell
11,809
-20,991
-64% -$214K ﹤0.01% 873
2023
Q3 		$318K Buy
32,800
+8,583
+35% +$90.1K 0.01% 701
2023
Q2 		$265K Buy
+24,217
New +$265K 0.01% 727

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's NEA Position: Q4 2024 in Review

IEQ Capital sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 20,000 shares — an estimated $239K sold.

IEQ Capital first reported a position in NEA in Q2 2023 and held it in 6 quarters. The position peaked at $318K in Q3 2023. 324 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • IEQ Capital reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 20,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $239K.
  • IEQ Capital first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 6 quarters.
  • IEQ Capital's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $318K in Q3 2023.
  • 324 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.