IWMPD
NEA icon

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

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NEA Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2015, closing a stake of 1,100 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NEA in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 80 funds tracked by Wall St. Rank hold NEA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,100 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2015, an estimated $15K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $15K in Q1 2015.
  • 80 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.