MV Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

MV Capital Management’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
2022 Q1	–	Sell	-3,803	Closed	-$59K	–	699
2021 Q4	$59K	Sell	3,803 -3,442	-48%	-$52.4K	0.01%	206
2021 Q3	$110K	Hold	7,245	–	–	0.02%	154
2021 Q2	$114K	Buy	7,245 +3,442	+91%	+$52.4K	0.02%	145
2021 Q1	$56K	Buy	+3,803	New	+$56.3K	0.01%	169

Other funds holding NEA

RCM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

SIA

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

MSL

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

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

MV Capital Management's NEA Position: Q1 2022 in Review

MV Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 3,803 shares — an estimated $59K sold.

MV Capital Management first reported a position in NEA in Q1 2021 and held it in 4 quarters. The position peaked at $114K in Q2 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

MV Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
MV Capital Management sold 3,803 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $59K.
MV Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 4 quarters.
MV Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $114K in Q2 2021.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on MV Capital Management's 13F filing for Q1 2022, filed 9 May 2022.