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Omnia Family Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-1,028
Closed -$14K – 372
2019
Q1 		$14K Hold
1,028
– – 0.01% 237
2018
Q4 		$13K Hold
1,028
– – 0.01% 231
2018
Q3 		$13K Hold
1,028
– – 0.01% 235
2018
Q2 		$13K Hold
1,028
– – 0.01% 232
2018
Q1 		$13K Buy
+1,028
New +$13.6K 0.01% 236

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Omnia Family Wealth's NEA Position: Q2 2019 in Review

Omnia Family Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2019, closing a stake of 1,028 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in NEA in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2019. 212 funds tracked by Wall St. Rank hold NEA as of Q2 2019.

  • Omnia Family Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 1,028 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2019, an estimated $14K.
  • Omnia Family Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2018 and held it in 5 quarters.
  • Omnia Family Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $14K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.