Integrated Wealth Management (Palm Desert)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015 Q2	–	Sell	-1,100	Closed	-$15K	–	1422
2015 Q1	$15K	Buy	+1,100	New	+$15.3K	0.01%	654

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Bank of America

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return