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Milestone Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Milestone Asset 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
-16,521
Closed -$186K – 238
2024
Q4 		$186K Sell
16,521
-393,818
-96% -$4.58M 0.04% 218
2024
Q3 		$4.91M Buy
+410,339
New +$4.77M 1.1% 20

Other funds holding NEA

Morgan Stanley
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Milestone Asset Management's NEA Position: Q1 2025 in Review

Milestone Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 16,521 shares — an estimated $186K sold.

Milestone Asset Management first reported a position in NEA in Q3 2024 and held it in 2 quarters. The position peaked at $4.91M in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • Milestone Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 16,521 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $186K.
  • Milestone Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Milestone Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4.91M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.