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

Merriman 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
2020 Q1	–	Sell	-16,000	Closed	-$230K	–	190
2019 Q4	$230K	Hold	16,000	–	–	0.04%	164
2019 Q3	$229K	Sell	16,000 -11,000	-41%	-$156K	0.05%	157
2019 Q2	$3.73K	Buy	27,000 +8,000	+42%	+$107K	0.07%	138
2019 Q1	$254K	Hold	19,000	–	–	0.05%	177
2018 Q4	$239K	Buy	+19,000	New	+$233K	0.05%	141
2014 Q1	–	Sell	-16,000	Closed	-$193K	–	79
2013 Q4	$193K	Buy	+16,000	New	+$194K	0.08%	79

Other funds holding NEA

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return