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

Mid Atlantic Financial 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
2021 Q3	$1.74M	Buy	114,760 +31,043	+37%	+$491K	0.12%	155
2021 Q2	$1.31M	Buy	83,717 +12,102	+17%	+$184K	0.09%	189
2021 Q1	$1.06M	Sell	71,615 -2,108	-3%	-$31.2K	0.08%	224
2020 Q4	$1.11M	Buy	73,723 +10,553	+17%	+$154K	0.09%	211
2020 Q3	$918K	Buy	63,170 +1,870	+3%	+$26.8K	0.08%	227
2020 Q2	$852K	Sell	61,300 -543	-0.9%	-$7.34K	0.08%	219
2020 Q1	$837K	Sell	61,843 -36	-0.1%	-$512	0.1%	196
2019 Q4	$890K	Buy	61,879 +1,038	+2%	+$14.7K	0.08%	254
2019 Q3	$871K	Sell	60,841 -320	-0.5%	-$4.54K	0.09%	234
2019 Q2	$845K	Buy	61,161 +1,807	+3%	+$24.3K	0.09%	247
2019 Q1	$793K	Buy	59,354 +424	+0.7%	+$5.51K	0.09%	240
2018 Q4	$725K	Buy	+58,930	New	+$723K	0.09%	229

Other funds holding NEA

RCM

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

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

MSL

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

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

Mid Atlantic Financial Management's NEA Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 37% in Q3 2021, buying an estimated $491K and bringing the position to 114,760 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #155.

Mid Atlantic Financial Management first reported a position in NEA in Q4 2018 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

Mid Atlantic Financial Management held 114,760 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.74M as of Q3 2021.
Mid Atlantic Financial Management bought 31,043 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $491K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.12% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #155 holding.
Mid Atlantic Financial Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.