MUFG Americas’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

MUFG Americas’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 Q1	–	Sell	-717	Closed	-$11K	–	785
2020 Q4	$11K	Buy	+717	New	+$10.5K	﹤0.01%	630
2019 Q1	–	Sell	-597	Closed	-$7K	–	908
2018 Q4	$7K	Buy	+597	New	+$7.32K	﹤0.01%	655
2017 Q3	–	Sell	-1,382	Closed	-$19K	–	1197
2017 Q2	$19K	Hold	1,382	–	–	﹤0.01%	723
2017 Q1	$18K	Buy	+1,382	New	+$18.4K	﹤0.01%	736
2015 Q2	–	Sell	-494	Closed	-$7K	–	1238
2015 Q1	$7K	Sell	494 -10	-2%	-$139	﹤0.01%	971
2014 Q4	$7K	Hold	504	–	–	﹤0.01%	1036
2014 Q3	$7K	Hold	504	–	–	﹤0.01%	1020
2014 Q2	$7K	Sell	504 -65	-11%	-$866	﹤0.01%	982
2014 Q1	$7K	Sell	569 -149	-21%	-$1.92K	﹤0.01%	939
2013 Q4	$9K	Buy	+718	New	+$8.71K	﹤0.01%	928

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MUFG Americas's NEA Position: Q1 2021 in Review

MUFG Americas sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 717 shares — an estimated $11K sold.

MUFG Americas first reported a position in NEA in Q4 2013 and held it in 10 quarters. The position peaked at $19K in Q2 2017. 280 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

MUFG Americas reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
MUFG Americas sold 717 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $11K.
MUFG Americas first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 10 quarters.
MUFG Americas's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $19K in Q2 2017.
280 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on MUFG Americas's 13F filing for Q1 2021, filed 30 Apr 2021.