Leicht Financial Planning & Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-44,783	Closed	-$605K	–	37
2020 Q1	$605K	Sell	44,783 -30,596	-41%	-$435K	0.58%	27
2019 Q4	$1.08M	Sell	75,379 -21,665	-22%	-$308K	0.99%	31
2019 Q3	$1.39M	Buy	97,044 +7,292	+8%	+$103K	1.33%	25
2019 Q2	$1.24M	Buy	89,752 +20,783	+30%	+$279K	1.21%	23
2019 Q1	$921K	Buy	68,969 +7,220	+12%	+$93.8K	0.95%	26
2018 Q4	$761K	Buy	61,749 +10,189	+20%	+$125K	1.01%	28
2018 Q3	$654K	Buy	+51,560	New	+$667K	0.78%	31

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's NEA Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2020, closing a stake of 44,783 shares — an estimated $605K sold.

Leicht Financial Planning & Wealth Management first reported a position in NEA in Q3 2018 and held it in 7 quarters. The position peaked at $1.39M in Q3 2019. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 44,783 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $605K.
Leicht Financial Planning & Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.39M in Q3 2019.
237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.