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Next Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Next Financial Group’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
2018
Q4 		– Sell
-5,635
Closed -$71K – 2046
2018
Q3 		$71K Buy
+5,635
New +$72.9K 0.03% 460
2017
Q4 		– Sell
-4,000
Closed -$55K – 988
2017
Q3 		$55K Sell
4,000
-1,535
-28% -$21.3K 0.02% 675
2017
Q2 		$76K Sell
5,535
-3,769
-41% -$51.3K 0.02% 628
2017
Q1 		$126K Sell
9,304
-3,569
-28% -$47.4K 0.04% 425
2016
Q4 		$172K Buy
12,873
+6,850
+114% +$92.6K 0.03% 520
2016
Q3 		$88K Buy
6,023
+1,823
+43% +$27.1K 0.02% 721
2016
Q2 		$63K Hold
4,200
– – 0.02% 594
2016
Q1 		$59K Hold
4,200
– – 0.02% 574
2015
Q4 		$58K Hold
4,200
– – 0.02% 579
2015
Q3 		$54K Buy
4,200
+4,000
+2,000% +$51.6K 0.02% 608
2015
Q2 		$2K Sell
200
-313
-61% -$4.21K ﹤0.01% 1681
2015
Q1 		$7K Hold
513
– – ﹤0.01% 1383
2014
Q4 		$7K Sell
513
-1,270
-71% -$17.4K ﹤0.01% 1390
2014
Q3 		$24K Buy
+1,783
New +$23.8K ﹤0.01% 1307

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
V
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

Next Financial Group's NEA Position: Q4 2018 in Review

Next Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2018, closing a stake of 5,635 shares — an estimated $71K sold.

Next Financial Group first reported a position in NEA in Q3 2014 and held it in 14 quarters. The position peaked at $172K in Q4 2016. 216 funds tracked by Wall St. Rank hold NEA as of Q4 2018.

  • Next Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 5,635 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $71K.
  • Next Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2014 and held it in 14 quarters.
  • Next Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $172K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.