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Monroe Bank & Trust’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Monroe Bank & Trust’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
2014
Q1 		– Sell
-3,015
Closed -$36K – 315
2013
Q4 		$36K Buy
+3,015
New +$36.6K 0.01% 194

Other funds holding NEA

KIM
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OHA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monroe Bank & Trust's NEA Position: Q1 2014 in Review

Monroe Bank & Trust sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2014, closing a stake of 3,015 shares — an estimated $36K sold.

Monroe Bank & Trust first reported a position in NEA in Q4 2013 and held it in 1 quarter. The position peaked at $36K in Q4 2013. 76 funds tracked by Wall St. Rank hold NEA as of Q1 2014.

  • Monroe Bank & Trust reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 3,015 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2014, an estimated $36K.
  • Monroe Bank & Trust first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 1 quarter.
  • Monroe Bank & Trust's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $36K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2014.

Based on Monroe Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.