Investors Capital Advisory Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Investors Capital Advisory Services’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 Q1	–	Sell	-13,491	Closed	-$186K	–	753
2014 Q4	$186K	Hold	13,491	–	–	0.04%	605
2014 Q3	$182K	Sell	13,491 -1,500	-10%	-$20K	0.04%	585
2014 Q2	$202K	Hold	14,991	–	–	0.03%	587
2014 Q1	$193K	Hold	14,991	–	–	0.04%	547
2013 Q4	$180K	Hold	14,991	–	–	0.04%	521
2013 Q3	$187K	Buy	14,991 +1,500	+11%	+$18.4K	0.05%	470
2013 Q2	$173K	Buy	+13,491	New	+$188K	0.05%	436

Other funds holding NEA

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $785M AUM 15.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

DLG

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

Investors Capital Advisory Services's NEA Position: Q1 2015 in Review

Investors Capital Advisory Services sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2015, closing a stake of 13,491 shares — an estimated $186K sold.

Investors Capital Advisory Services first reported a position in NEA in Q2 2013 and held it in 7 quarters. The position peaked at $202K in Q2 2014. 78 funds tracked by Wall St. Rank hold NEA as of Q1 2015.

Investors Capital Advisory Services reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 13,491 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2015, an estimated $186K.
Investors Capital Advisory Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 7 quarters.
Investors Capital Advisory Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $202K in Q2 2014.
78 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2015.

Based on Investors Capital Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.