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Laird Norton Wetherby Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Laird Norton Wetherby Wealth 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
2019
Q3 		– Sell
-10,250
Closed -$142K – 714
2019
Q2 		$142K Hold
10,250
– – 0.02% 664
2019
Q1 		$137K Sell
10,250
-6,838
-40% -$88.9K 0.02% 642
2018
Q4 		$210K Buy
17,088
+532
+3% +$6.53K 0.03% 573
2018
Q3 		$210K Hold
16,556
– – 0.03% 616
2018
Q2 		$215K Buy
16,556
+667
+4% +$8.62K 0.03% 582
2018
Q1 		$207K Buy
15,889
+3,173
+25% +$41.8K 0.03% 600
2017
Q4 		$175K Buy
12,716
+967
+8% +$13.3K 0.02% 609
2017
Q3 		$163K Hold
11,749
– – 0.02% 586
2017
Q2 		$161K Sell
11,749
-3,787
-24% -$51.5K 0.03% 544
2017
Q1 		$208K Buy
+15,536
New +$206K 0.04% 521
2016
Q4 		– Sell
-14,149
Closed -$207K – 538
2016
Q3 		$207K Buy
14,149
+3,419
+32% +$50.9K 0.04% 486
2016
Q2 		$161K Buy
+10,730
New +$158K 0.04% 480

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NEA Position: Q3 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2019, closing a stake of 10,250 shares — an estimated $142K sold.

Laird Norton Wetherby Wealth Management first reported a position in NEA in Q2 2016 and held it in 12 quarters. The position peaked at $215K in Q2 2018. 219 funds tracked by Wall St. Rank hold NEA as of Q3 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,250 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2019, an estimated $142K.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $215K in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.