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

LM 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
-3,900
Closed -$42.9K – 549
2023
Q4 		$42.9K Buy
+3,900
New +$39.8K 0.01% 347

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RCM
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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's NEA Position: Q1 2024 in Review

LM Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 3,900 shares — an estimated $42.9K sold.

LM Advisors first reported a position in NEA in Q4 2023 and held it in 1 quarter. The position peaked at $42.9K in Q4 2023. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • LM Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 3,900 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $42.9K.
  • LM Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $42.9K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.