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Northstar Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Northstar Wealth Partners’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 		$339K Hold
23,655
– – 0.16% 107
2020
Q2 		$328K Hold
23,655
– – 0.14% 135
2020
Q1 		$320K Buy
23,655
+9,335
+65% +$133K 0.16% 123
2019
Q4 		$205K Buy
+14,320
New +$203K 0.08% 178

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 $2.99B AUM 3.89% 1-Year Est. Return

Northstar Wealth Partners's NEA Position: Q3 2020 in Review

Northstar Wealth Partners held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2020 at 23,655 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #107.

Northstar Wealth Partners first reported a position in NEA in Q4 2019 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold NEA as of Q3 2020.

  • Northstar Wealth Partners held 23,655 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $339K as of Q3 2020.
  • Northstar Wealth Partners left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2020.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.16% of Northstar Wealth Partners's portfolio in Q3 2020, its #107 holding.
  • Northstar Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.