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Leelyn Smith’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Leelyn Smith’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
-820
Closed -$9K – 494
2022
Q3 		$9K Buy
+820
New +$9.85K ﹤0.01% 303

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KIM
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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

Leelyn Smith's NEA Position: Q4 2022 in Review

Leelyn Smith sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 820 shares — an estimated $9K sold.

Leelyn Smith first reported a position in NEA in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

  • Leelyn Smith reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 820 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $9K.
  • Leelyn Smith first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $9K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.