Lauterbach Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lauterbach Financial Advisors’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
2024 Q1	–	Sell	-12,237	Closed	-$135K	–	68
2023 Q4	$135K	Hold	12,237	–	–	0.09%	66
2023 Q3	$118K	Hold	12,237	–	–	0.09%	58
2023 Q2	$134K	Hold	12,237	–	–	0.1%	60
2023 Q1	$136K	Hold	12,237	–	–	0.11%	59
2022 Q4	$139K	Hold	12,237	–	–	0.12%	52
2022 Q3	$130K	Hold	12,237	–	–	0.13%	49
2022 Q2	$144K	Buy	+12,237	New	+$149K	0.14%	46

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MSL

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lauterbach Financial Advisors's NEA Position: Q1 2024 in Review

Lauterbach Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 12,237 shares — an estimated $135K sold.

Lauterbach Financial Advisors first reported a position in NEA in Q2 2022 and held it in 7 quarters. The position peaked at $144K in Q2 2022. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

Lauterbach Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
Lauterbach Financial Advisors sold 12,237 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $135K.
Lauterbach Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 7 quarters.
Lauterbach Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $144K in Q2 2022.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.