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

IRON Financial’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
2022
Q3 		– Sell
-11,480
Closed -$135K – 102
2022
Q2 		$135K Hold
11,480
– – 0.07% 95
2022
Q1 		$151K Hold
11,480
– – 0.07% 107
2021
Q4 		$179K Buy
+11,480
New +$175K 0.08% 112

Other funds holding NEA

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IRON Financial's NEA Position: Q3 2022 in Review

IRON Financial sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 11,480 shares — an estimated $135K sold.

IRON Financial first reported a position in NEA in Q4 2021 and held it in 3 quarters. The position peaked at $179K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • IRON Financial reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • IRON Financial sold 11,480 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $135K.
  • IRON Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 3 quarters.
  • IRON Financial's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $179K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on IRON Financial's 13F filing for Q3 2022, filed 14 Nov 2022.