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KP
Keel Point’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Keel Point’s Portfolio
NEA Stock Details
NEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-12,100
Closed
-$141K
–
458
2024
Q2
$141K
Buy
+12,100
New
+$132K
0.01%
423
2022
Q2
–
Sell
-44,944
Closed
-$591K
–
279
2022
Q1
$591K
Hold
44,944
–
–
0.09%
135
2021
Q4
$701K
Hold
44,944
–
–
0.08%
124
2021
Q3
$683K
Hold
44,944
–
–
0.09%
125
2021
Q2
$706K
Hold
44,944
–
–
0.08%
136
2021
Q1
$666K
Sell
44,944
-2,469
-5%
-$36.6K
0.06%
137
2020
Q4
$716K
Buy
47,413
+6,849
+17%
+$99.8K
0.06%
132
2020
Q3
$582K
Hold
40,564
–
–
0.05%
128
2020
Q2
$564K
Sell
40,564
-1,739
-4%
-$23.5K
0.06%
116
2020
Q1
$573K
Buy
42,303
+2,752
+7%
+$39.2K
0.07%
106
2019
Q4
$569K
Buy
39,551
+6,043
+18%
+$85.8K
0.06%
109
2019
Q3
$479K
Buy
33,508
+5,008
+18%
+$71K
0.06%
117
2019
Q2
$394K
Buy
28,500
+7,000
+33%
+$94.1K
0.05%
138
2019
Q1
$287K
Buy
+21,500
New
+$279K
0.03%
157
Other funds holding NEA
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
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
MSL
Mackay Shields LLC
New York
$2.73B AUM
2.13%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
Pathstone Holdings
Englewood, New Jersey
$25.1B AUM
22.95%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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