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	–	560
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 $3.48B 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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

SIA

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McGlone Suttner Wealth Management's NEA Position: Q3 2024 in Review

McGlone Suttner Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 15,155 shares — an estimated $167K sold.

McGlone Suttner Wealth Management first reported a position in NEA in Q4 2022 and held it in 6 quarters. The position peaked at $707K in Q4 2022. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

McGlone Suttner Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 15,155 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $167K.
McGlone Suttner Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 6 quarters.
McGlone Suttner Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $707K in Q4 2022.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.