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Mountain Capital Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mountain Capital Investment Advisors’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
-2,605
Closed -$36K – 285
2017
Q3 		$36K Buy
2,605
+35
+1% +$486 0.03% 141
2017
Q2 		$35K Buy
+2,570
New +$35K 0.03% 159

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PPA
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RCM
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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

Mountain Capital Investment Advisors's NEA Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2017, closing a stake of 2,605 shares — an estimated $36K sold.

Mountain Capital Investment Advisors first reported a position in NEA in Q2 2017 and held it in 2 quarters. The position peaked at $36K in Q3 2017. 203 funds tracked by Wall St. Rank hold NEA as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,605 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2017, an estimated $36K.
  • Mountain Capital Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $36K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.