MSWM
NEA icon

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

McGlone Suttner 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
2024
Q3 		– Sell
-15,155
Closed -$167K – 180
2024
Q2 		$167K Buy
+15,155
New +$166K 0.03% 158
2024
Q1 		– Sell
-15,155
Closed -$167K – 577
2023
Q4 		$167K Buy
15,155
+1,682
+12% +$17.2K 0.03% 173
2023
Q3 		$130K Buy
13,473
+115
+0.9% +$1.21K 0.03% 137
2023
Q2 		$146K Sell
13,358
-30,955
-70% -$339K 0.03% 149
2023
Q1 		$493K Sell
44,313
-17,858
-29% -$199K 0.13% 75
2022
Q4 		$707K Buy
+62,171
New +$678K 0.22% 54

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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return