Lake Point Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lake Point 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
2022 Q2	$11K	Buy	+959	New	+$11.7K	0.01%	145
2020 Q1	–	Sell	-1,233	Closed	-$18K	–	439
2019 Q4	$18K	Buy	+1,233	New	+$17.5K	0.01%	221
2019 Q2	$17K	Hold	1,233	–	–	0.01%	261
2019 Q1	$17K	Buy	1,233 +471	+62%	+$6.12K	0.01%	261
2018 Q4	$9K	Buy	+762	New	+$9.35K	﹤0.01%	483

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

Lake Point Wealth Management's NEA Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022: 959 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in NEA as recently as Q4 2019.

Lake Point Wealth Management first reported a position in NEA in Q4 2018 and has held it in 5 quarters since. The position peaked at $18K in Q4 2019. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

Lake Point Wealth Management held 959 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $11K as of Q2 2022.
Nuveen AMT-Free Quality Municipal Income Fund was a new Lake Point Wealth Management position in Q2 2022.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #145 holding.
Lake Point Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $18K in Q4 2019.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.