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Mather Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mather Group’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
Q3 		– Sell
-1,000
Closed -$11.1K – 2019
2024
Q2 		$11.1K Buy
+1,000
New +$10.9K ﹤0.01% 1427

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's NEA Position: Q3 2024 in Review

Mather Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 1,000 shares — an estimated $11.1K sold.

Mather Group first reported a position in NEA in Q2 2024 and held it in 1 quarter. The position peaked at $11.1K in Q2 2024. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

  • Mather Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $11.1K.
  • Mather Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $11.1K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.