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JP Morgan Private Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

JP Morgan Private Wealth Advisors’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
2016
Q4 		– Sell
-24,390
Closed -$356K – 1280
2016
Q3 		$356K Buy
+24,390
New +$363K ﹤0.01% 915

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RCM
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MSL
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GC
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Bank of America
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OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NEA Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2016, closing a stake of 24,390 shares — an estimated $356K sold.

JP Morgan Private Wealth Advisors first reported a position in NEA in Q3 2016 and held it in 1 quarter. The position peaked at $356K in Q3 2016. 173 funds tracked by Wall St. Rank hold NEA as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 24,390 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2016, an estimated $356K.
  • JP Morgan Private Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $356K in Q3 2016.
  • 173 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.