Israel Englander’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Israel Englander’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	-54,120	Closed	-$648K	–	6280
2024 Q3	$648K	Buy	+54,120	New	+$629K	﹤0.01%	4616
2023 Q3	–	Sell	-23,900	Closed	-$261K	–	6405
2023 Q2	$261K	Buy	+23,900	New	+$261K	﹤0.01%	4980
2021 Q1	–	Sell	-14,496	Closed	-$219K	–	6322
2020 Q4	$219K	Buy	+14,496	New	+$211K	﹤0.01%	4757
2018 Q4	–	Sell	-10,500	Closed	-$133K	–	4036
2018 Q3	$133K	Buy	10,500 +100	+1%	+$1.29K	﹤0.01%	3707
2018 Q2	$135K	Sell	10,400 -4,049	-28%	-$52.3K	﹤0.01%	3619
2018 Q1	$188K	Buy	14,449 +2,328	+19%	+$30.7K	﹤0.01%	3382
2017 Q4	$167K	Sell	12,121 -2,279	-16%	-$31.3K	﹤0.01%	3569
2017 Q3	$199K	Buy	+14,400	New	+$200K	﹤0.01%	3249

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Israel Englander's NEA Position: Q4 2024 in Review

Israel Englander sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 54,120 shares — an estimated $648K sold.

Israel Englander first reported a position in NEA in Q3 2017 and held it in 8 quarters. The position peaked at $648K in Q3 2024. 324 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Israel Englander reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 54,120 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $648K.
Israel Englander first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2017 and held it in 8 quarters.
Israel Englander's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $648K in Q3 2024.
324 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.