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Moody National Bank Trust Division’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Moody National Bank Trust Division’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
2024
Q2 		– Sell
-13,397
Closed -$148K – 470
2024
Q1 		$148K Sell
13,397
-3,779
-22% -$41.5K 0.01% 452
2023
Q4 		$189K Buy
+17,176
New +$175K 0.01% 461

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KIM
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Moody National Bank Trust Division's NEA Position: Q2 2024 in Review

Moody National Bank Trust Division sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2024, closing a stake of 13,397 shares — an estimated $148K sold.

Moody National Bank Trust Division first reported a position in NEA in Q4 2023 and held it in 2 quarters. The position peaked at $189K in Q4 2023. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

  • Moody National Bank Trust Division reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 13,397 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $148K.
  • Moody National Bank Trust Division first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Moody National Bank Trust Division's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $189K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on Moody National Bank Trust Division's 13F filing for Q2 2024, filed 3 Jul 2024.