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Mutual Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mutual 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
2020
Q3 		– Sell
-12,171
Closed -$169K – 689
2020
Q2 		$169K Buy
12,171
+41
+0.3% +$554 0.02% 613
2020
Q1 		$164K Buy
12,130
+25
+0.2% +$356 0.02% 514
2019
Q4 		$174K Buy
12,105
+50
+0.4% +$710 0.02% 570
2019
Q3 		$173K Buy
12,055
+37
+0.3% +$524 0.02% 514
2019
Q2 		$166K Buy
12,018
+39
+0.3% +$524 0.02% 539
2019
Q1 		$160K Sell
11,979
-473
-4% -$6.15K 0.02% 457
2018
Q4 		$153K Buy
12,452
+555
+5% +$6.81K 0.03% 411
2018
Q3 		$151K Sell
11,897
-8,623
-42% -$112K 0.02% 465
2018
Q2 		$267K Sell
20,520
-1,382
-6% -$17.9K 0.06% 352
2018
Q1 		$285K Buy
21,902
+5,448
+33% +$71.8K 0.07% 319
2017
Q4 		$226K Buy
+16,454
New +$226K 0.09% 257

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.73B AUM 2.13% 1-Year Est. Return

Mutual Advisors's NEA Position: Q3 2020 in Review

Mutual Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2020, closing a stake of 12,171 shares — an estimated $169K sold.

Mutual Advisors first reported a position in NEA in Q4 2017 and held it in 11 quarters. The position peaked at $285K in Q1 2018. 251 funds tracked by Wall St. Rank hold NEA as of Q3 2020.

  • Mutual Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Mutual Advisors sold 12,171 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2020, an estimated $169K.
  • Mutual Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 11 quarters.
  • Mutual Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $285K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2020.

Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.