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Mosaic Family Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-1,734
Closed -$24K – 837
2017
Q3 		$24K Buy
+1,734
New +$24.1K 0.01% 449

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PPA
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RCM
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KIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Mosaic Family Wealth's NEA Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2017, closing a stake of 1,734 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in NEA in Q3 2017 and held it in 1 quarter. The position peaked at $24K in Q3 2017. 203 funds tracked by Wall St. Rank hold NEA as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,734 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2017, an estimated $24K.
  • Mosaic Family Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $24K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.