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MB Generational Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

MB Generational Wealth’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
Q2 		– Sell
-16,514
Closed -$77.5K – 60
2024
Q1 		$77.5K Buy
+16,514
New +$181K 0.06% 53

Other funds holding NEA

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MB Generational Wealth's NEA Position: Q2 2024 in Review

MB Generational Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2024, closing a stake of 16,514 shares — an estimated $77.5K sold.

MB Generational Wealth first reported a position in NEA in Q1 2024 and held it in 1 quarter. The position peaked at $77.5K in Q1 2024. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

  • MB Generational Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • MB Generational Wealth sold 16,514 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $77.5K.
  • MB Generational Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • MB Generational Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $77.5K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on MB Generational Wealth's 13F filing for Q2 2024, filed 24 Jul 2024.