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	$373K	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

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

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

PPA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

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

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

MSL

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

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

Merriman Wealth Management's NEA Position: Q1 2020 in Review

Merriman Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2020, closing a stake of 16,000 shares — an estimated $230K sold.

Merriman Wealth Management first reported a position in NEA in Q4 2013 and held it in 6 quarters. The position peaked at $373K in Q2 2019. 255 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

Merriman Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 16,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $230K.
Merriman Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 6 quarters.
Merriman Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $373K in Q2 2019.
255 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.