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MA
MBA Advisors’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
MBA Advisors’s Portfolio
NEA Stock Details
NEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-20,000
Closed
-$228K
–
144
2025
Q3
$228K
Hold
20,000
–
–
0.1%
130
2025
Q2
$218K
Hold
20,000
–
–
0.1%
129
2025
Q1
$224K
Buy
20,000
+1,600
+9%
+$18.2K
0.11%
124
2024
Q4
$208K
Hold
18,400
–
–
0.11%
125
2024
Q3
$220K
Hold
18,400
–
–
0.11%
122
2024
Q2
$211K
Hold
18,400
–
–
0.11%
121
2024
Q1
$204K
Hold
18,400
–
–
0.11%
125
2023
Q4
$202K
Hold
18,400
–
–
0.11%
121
2023
Q3
$178K
Hold
18,400
–
–
0.11%
115
2023
Q2
$201K
Sell
18,400
-9,500
-34%
-$104K
0.12%
118
2023
Q1
$310K
Hold
27,900
–
–
0.19%
93
2022
Q4
$317K
Hold
27,900
–
–
0.21%
92
2022
Q3
$296K
Hold
27,900
–
–
0.21%
93
2022
Q2
$328K
Hold
27,900
–
–
0.23%
89
2022
Q1
$367K
Hold
27,900
–
–
0.23%
98
2021
Q4
$435K
Hold
27,900
–
–
0.27%
90
2021
Q3
$424K
Hold
27,900
–
–
0.31%
82
2021
Q2
$438
Hold
27,900
–
–
0.2%
85
2021
Q1
$413
Buy
+27,900
New
+$413K
0.23%
83
Other funds holding NEA
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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