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Laurel Wealth Advisors (California)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Laurel Wealth Advisors (California)’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
-18,511
Closed -$243K – 716
2022
Q1 		$243K Sell
18,511
-2,975
-14% -$41.5K 0.02% 653
2021
Q4 		$335K Hold
21,486
– – 0.03% 584
2021
Q3 		$326K Hold
21,486
– – 0.06% 315
2021
Q2 		$337K Hold
21,486
– – 0.04% 370
2021
Q1 		$318K Hold
21,486
– – 0.05% 345
2020
Q4 		$324K Hold
21,486
– – 0.05% 321
2020
Q3 		$308K Hold
21,486
– – 0.05% 293
2020
Q2 		$299K Hold
21,486
– – 0.05% 289
2020
Q1 		$291K Hold
21,486
– – 0.07% 280
2019
Q4 		$309K Sell
21,486
-71,863
-77% -$1.02M 0.05% 336
2019
Q3 		$1.34M Buy
93,349
+72,395
+345% +$1.03M 0.23% 114
2019
Q2 		$289K Buy
20,954
+3,000
+17% +$40.3K 0.06% 314
2019
Q1 		$240K Hold
17,954
– – 0.06% 336
2018
Q4 		$221K Hold
17,954
– – 0.07% 304
2018
Q3 		$227K Hold
17,954
– – 0.06% 349
2018
Q2 		$233K Hold
17,954
– – 0.06% 325
2018
Q1 		$233K Buy
17,954
+1,900
+12% +$25K 0.07% 291
2017
Q4 		$220K Sell
16,054
-344
-2% -$4.72K 0.06% 313
2017
Q3 		$227K Buy
16,398
+700
+4% +$9.72K 0.08% 266
2017
Q2 		$214K Hold
15,698
– – 0.08% 270
2017
Q1 		$209K Sell
15,698
-656
-4% -$8.71K 0.08% 252
2016
Q4 		$218K Buy
16,354
+725
+5% +$9.8K 0.1% 220
2016
Q3 		$228K Buy
+15,629
New +$233K 0.11% 217

Other funds holding NEA

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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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
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
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

Laurel Wealth Advisors (California)'s NEA Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 18,511 shares — an estimated $243K sold.

Laurel Wealth Advisors (California) first reported a position in NEA in Q3 2016 and held it in 23 quarters. The position peaked at $1.34M in Q3 2019. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 18,511 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $243K.
  • Laurel Wealth Advisors (California) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 23 quarters.
  • Laurel Wealth Advisors (California)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.34M in Q3 2019.
  • 305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.