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Klaas Financial Asset Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Klaas Financial Asset 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
2022
Q2 		– Sell
-1,215
Closed -$16K – 85
2022
Q1 		$16K Buy
+1,215
New +$16.9K ﹤0.01% 63

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GC
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UBS Group
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SIA
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V
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MSL
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Klaas Financial Asset Advisors's NEA Position: Q2 2022 in Review

Klaas Financial Asset Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 1,215 shares — an estimated $16K sold.

Klaas Financial Asset Advisors first reported a position in NEA in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

  • Klaas Financial Asset Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 1,215 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $16K.
  • Klaas Financial Asset Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 1 quarter.
  • Klaas Financial Asset Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $16K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.