Koshinski Asset Management
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Koshinski Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Koshinski Asset Management’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
Q4 		– Sell
-14,185
Closed -$150K – 626
2022
Q3 		$150K Hold
14,185
– – 0.02% 517
2022
Q2 		$167K Hold
14,185
– – 0.02% 565
2022
Q1 		$186K Sell
14,185
-12,000
-46% -$167K 0.02% 606
2021
Q4 		$408K Buy
26,185
+2,000
+8% +$30.4K 0.03% 437
2021
Q3 		$367K Buy
24,185
+6,985
+41% +$110K 0.03% 454
2021
Q2 		$270K Sell
17,200
-6,000
-26% -$91.3K 0.03% 461
2021
Q1 		$344K Buy
23,200
+1,077
+5% +$16K 0.04% 448
2020
Q4 		$334K Sell
22,123
-4,000
-15% -$58.3K 0.04% 410
2020
Q3 		$376K Sell
26,123
-366
-1% -$5.25K 0.05% 356
2020
Q2 		$368K Sell
26,489
-500
-2% -$6.76K 0.06% 345
2020
Q1 		$365K Sell
26,989
-52,900
-66% -$753K 0.08% 301
2019
Q4 		$1.15M Sell
79,889
-22,000
-22% -$312K 0.2% 156
2019
Q3 		$1.46M Sell
101,889
-1,664
-2% -$23.6K 1.01% 27
2019
Q2 		$1.43M Sell
103,553
-13,566
-12% -$182K 0.58% 46
2019
Q1 		$1.56M Buy
117,119
+103,119
+737% +$1.34M 0.42% 64
2018
Q4 		$172K Sell
14,000
-126,119
-90% -$1.55M 0.04% 378
2018
Q3 		$1.77M Buy
140,119
+57,776
+70% +$747K 0.25% 116
2018
Q2 		$1.07M Sell
82,343
-1,000
-1% -$12.9K 0.33% 100
2018
Q1 		$1.08M Buy
83,343
+46,123
+124% +$608K 0.34% 100
2017
Q4 		$512K Buy
37,220
+1,582
+4% +$21.7K 0.13% 250
2017
Q3 		$494K Buy
35,638
+1,944
+6% +$27K 0.16% 202
2017
Q2 		$461K Buy
33,694
+4,000
+13% +$54.4K 0.17% 198
2017
Q1 		$397K Buy
+29,694
New +$394K 0.16% 194

Other funds holding NEA

Morgan Stanley
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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
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

Koshinski Asset Management's NEA Position: Q4 2022 in Review

Koshinski Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 14,185 shares — an estimated $150K sold.

Koshinski Asset Management first reported a position in NEA in Q1 2017 and held it in 23 quarters. The position peaked at $1.77M in Q3 2018. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

  • Koshinski Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 14,185 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $150K.
  • Koshinski Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 23 quarters.
  • Koshinski Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.77M in Q3 2018.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.