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

Legacy 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
2025
Q1 		$161 Hold
15,364
– – ﹤0.01% 428
2024
Q4 		$173K Buy
+15,364
New +$179K 0.02% 396

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Advisors's NEA Position: Q1 2025 in Review

Legacy Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q1 2025 at 15,364 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Legacy Advisors first reported a position in NEA in Q4 2024 and has held it in 2 quarters since. The position peaked at $173K in Q4 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Legacy Advisors held 15,364 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $161 as of Q1 2025.
  • Legacy Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2025.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Legacy Advisors's portfolio in Q1 2025, its #428 holding.
  • Legacy Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 2 quarters since.
  • Legacy Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $173K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.