Mesirow Financial Investment Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mesirow Financial Investment 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
2025 Q1	–	Sell	-386,400	Closed	-$4.36M	–	619
2024 Q4	$4.36M	Hold	386,400	–	–	0.09%	142
2024 Q3	$4.63M	Buy	386,400 +3	+0%	+$35	0.09%	135
2024 Q2	$4.43M	Sell	386,397 -50,185	-11%	-$549K	0.1%	132
2024 Q1	$4.83M	Buy	436,582 +110,401	+34%	+$1.21M	0.11%	125
2023 Q4	$3.59M	Buy	+326,181	New	+$3.33M	0.13%	108

Other funds holding NEA

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

KIM

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

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

MSL

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mesirow Financial Investment Management's NEA Position: Q1 2025 in Review

Mesirow Financial Investment Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 386,400 shares — an estimated $4.36M sold.

Mesirow Financial Investment Management first reported a position in NEA in Q4 2023 and held it in 5 quarters. The position peaked at $4.83M in Q1 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Mesirow Financial Investment Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 386,400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $4.36M.
Mesirow Financial Investment Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 5 quarters.
Mesirow Financial Investment Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.83M in Q1 2024.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2025, filed 8 May 2025.