Mad River Investors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mad River Investors’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
2023 Q1	–	Sell	-26,500	Closed	-$301K	–	25
2022 Q4	$301K	Hold	26,500	–	–	0.17%	19
2022 Q3	$281K	Hold	26,500	–	–	0.2%	22
2022 Q2	$311K	Hold	26,500	–	–	0.24%	22
2022 Q1	$348K	Hold	26,500	–	–	0.27%	23
2021 Q4	$413K	Hold	26,500	–	–	0.31%	22
2021 Q3	$416K	Hold	26,500	–	–	0.27%	23
2021 Q2	$416K	Sell	26,500 -6,597	-20%	-$100K	0.27%	23
2021 Q1	$490K	Hold	33,097	–	–	0.33%	21
2020 Q4	$500K	Hold	33,097	–	–	0.49%	21
2020 Q3	$475K	Hold	33,097	–	–	0.6%	21
2020 Q2	$460K	Hold	33,097	–	–	0.53%	19
2020 Q1	$448K	Hold	33,097	–	–	0.69%	17
2019 Q4	$476K	Hold	33,097	–	–	0.41%	20
2019 Q3	$474K	Hold	33,097	–	–	0.46%	20
2019 Q2	$457K	Hold	33,097	–	–	0.4%	22
2019 Q1	$442K	Hold	33,097	–	–	0.39%	24
2018 Q4	$407K	Hold	33,097	–	–	0.45%	23
2018 Q3	$419K	Hold	33,097	–	–	0.32%	25
2018 Q2	$431K	Hold	33,097	–	–	0.36%	24
2018 Q1	$430K	Hold	33,097	–	–	0.41%	23
2017 Q4	$455K	Hold	33,097	–	–	0.5%	20
2017 Q3	$458K	Hold	33,097	–	–	0.49%	21
2017 Q2	$453K	Hold	33,097	–	–	0.53%	23
2017 Q1	$442K	Hold	33,097	–	–	0.52%	25
2016 Q4	$442K	Hold	33,097	–	–	0.57%	25
2016 Q3	$483K	Buy	+33,097	New	+$493K	0.61%	25

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Mad River Investors's NEA Position: Q1 2023 in Review

Mad River Investors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 26,500 shares — an estimated $301K sold.

Mad River Investors first reported a position in NEA in Q3 2016 and held it in 26 quarters. The position peaked at $500K in Q4 2020. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

Mad River Investors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Mad River Investors sold 26,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $301K.
Mad River Investors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 26 quarters.
Mad River Investors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $500K in Q4 2020.
291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Mad River Investors's 13F filing for Q1 2023, filed 4 May 2023.