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

Kore Private Wealth’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	-18,624	Closed	-$219K	–	298
2022 Q2	$219K	Buy	+18,624	New	+$227K	0.03%	261
2020 Q3	–	Sell	-6,092	Closed	-$84K	–	799
2020 Q2	$84K	Hold	6,092	–	–	0.02%	362
2020 Q1	$82K	Hold	6,092	–	–	0.02%	340
2019 Q4	$88K	Buy	+6,092	New	+$86.5K	0.02%	390
2019 Q2	–	Sell	-6,092	Closed	-$82K	–	594
2019 Q1	$82K	Hold	6,092	–	–	0.02%	311
2018 Q4	$75K	Buy	+6,092	New	+$74.7K	0.02%	306

Other funds holding NEA

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

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

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kore Private Wealth's NEA Position: Q3 2022 in Review

Kore Private Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 18,624 shares — an estimated $219K sold.

Kore Private Wealth first reported a position in NEA in Q4 2018 and held it in 6 quarters. The position peaked at $219K in Q2 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

Kore Private Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 18,624 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $219K.
Kore Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 6 quarters.
Kore Private Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $219K in Q2 2022.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.