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

Lenox Wealth 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
2016
Q4 		– Sell
-1,500
Closed -$22K – 158
2016
Q3 		$22K Buy
1,500
+500
+50% +$7.44K 0.01% 133
2016
Q2 		$15K Buy
+1,000
New +$14.7K ﹤0.01% 151

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Lenox Wealth Advisors's NEA Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2016, closing a stake of 1,500 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in NEA in Q2 2016 and held it in 2 quarters. The position peaked at $22K in Q3 2016. 173 funds tracked by Wall St. Rank hold NEA as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2016, an estimated $22K.
  • Lenox Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 2 quarters.
  • Lenox Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $22K in Q3 2016.
  • 173 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.