OHA
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Oak Hill Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Oak Hill 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
2016
Q2 		– Sell
-558,627
Closed -$7.94M – 13
2016
Q1 		$7.94M Hold
558,627
– – 1.91% 10
2015
Q4 		$7.74M Hold
558,627
– – 1.16% 12
2015
Q3 		$7.28M Hold
558,627
– – 1.17% 12
2015
Q2 		$7.12M Hold
558,627
– – 1.27% 11
2015
Q1 		$7.74M Sell
558,627
-334,843
-37% -$4.66M 1.59% 15
2014
Q4 		$12.3M Hold
893,470
– – 2.14% 13
2014
Q3 		$12.1M Buy
893,470
+75,000
+9% +$1M 2.06% 14
2014
Q2 		$11M Hold
818,470
– – 2% 12
2014
Q1 		$10.6M Buy
818,470
+405,100
+98% +$5.21M 2.36% 7
2013
Q4 		$4.98M Buy
+413,370
New +$5.02M 1.78% 6

Other funds holding NEA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return