MPS Loria Financial Planners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-2,089	Closed	-$30K	–	411
2021 Q1	$30K	Hold	2,089	–	–	0.01%	206
2020 Q4	$31K	Hold	2,089	–	–	0.01%	199
2020 Q3	$30K	Hold	2,089	–	–	0.02%	175
2020 Q2	$29K	Buy	+2,089	New	+$28.2K	0.02%	174
2017 Q3	–	Sell	-2,089	Closed	-$29K	–	250
2017 Q2	$29K	Buy	+2,089	New	+$28.4K	0.02%	201

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPS Loria Financial Planners's NEA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2021, closing a stake of 2,089 shares — an estimated $30K sold.

MPS Loria Financial Planners first reported a position in NEA in Q2 2017 and held it in 5 quarters. The position peaked at $31K in Q4 2020. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2021.

MPS Loria Financial Planners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 2,089 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $30K.
MPS Loria Financial Planners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $31K in Q4 2020.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.