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Loveless Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Loveless 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
Q1 		– Sell
-16,285
Closed -$234K – 107
2019
Q4 		$234K Buy
+16,285
New +$231K 0.2% 110

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PPA
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RCM
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GC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Loveless Wealth Management's NEA Position: Q1 2020 in Review

Loveless Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2020, closing a stake of 16,285 shares — an estimated $234K sold.

Loveless Wealth Management first reported a position in NEA in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 256 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

  • Loveless Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 16,285 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $234K.
  • Loveless Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • Loveless Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $234K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Loveless Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.