OneDigital Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-3,205	Closed	-$44K	–	948
2019 Q2	$44K	Buy	3,205 +1,872	+140%	+$25.2K	﹤0.01%	593
2019 Q1	$18K	Hold	1,333	–	–	﹤0.01%	760
2018 Q4	$16K	Sell	1,333 -4,057	-75%	-$49.8K	﹤0.01%	751
2018 Q3	$68K	Hold	5,390	–	–	0.02%	339
2018 Q2	$70K	Hold	5,390	–	–	0.01%	413
2018 Q1	$70K	Hold	5,390	–	–	0.02%	432
2017 Q4	$74K	Buy	5,390 +4,057	+304%	+$55.7K	0.01%	408
2017 Q3	$18K	Sell	1,333 -4,057	-75%	-$56.3K	0.01%	683
2017 Q2	$74K	Buy	+5,390	New	+$73.3K	0.02%	379

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's NEA Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2019, closing a stake of 3,205 shares — an estimated $44K sold.

OneDigital Investment Advisors first reported a position in NEA in Q2 2017 and held it in 9 quarters. The position peaked at $74K in Q4 2017. 219 funds tracked by Wall St. Rank hold NEA as of Q3 2019.

OneDigital Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 3,205 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2019, an estimated $44K.
OneDigital Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $74K in Q4 2017.
219 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.