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

Optimum 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
2021 Q4	–	Sell	-1,770	Closed	-$27K	–	852
2021 Q3	$27K	Hold	1,770	–	–	0.01%	554
2021 Q2	$28K	Hold	1,770	–	–	0.01%	613
2021 Q1	$26K	Hold	1,770	–	–	0.01%	623
2020 Q4	$27K	Hold	1,770	–	–	0.01%	581
2020 Q3	$25K	Hold	1,770	–	–	0.01%	566
2020 Q2	$25K	Hold	1,770	–	–	0.01%	564
2020 Q1	$24K	Hold	1,770	–	–	0.01%	542
2019 Q4	$25K	Hold	1,770	–	–	0.01%	635
2019 Q3	$25K	Hold	1,770	–	–	0.01%	637
2019 Q2	$24K	Hold	1,770	–	–	0.01%	643
2019 Q1	$24K	Hold	1,770	–	–	0.01%	654
2018 Q4	$22K	Hold	1,770	–	–	0.01%	639
2018 Q3	$22K	Hold	1,770	–	–	0.01%	706
2018 Q2	$23K	Hold	1,770	–	–	0.01%	703
2018 Q1	$23K	Buy	+1,770	New	+$23.3K	0.01%	684
2016 Q4	–	Sell	-37,057	Closed	-$541K	–	289
2016 Q3	$541K	Buy	37,057 +20,057	+118%	+$299K	0.2%	140
2016 Q2	$255K	Hold	17,000	–	–	0.1%	225
2016 Q1	$242K	Hold	17,000	–	–	0.1%	221
2015 Q4	$235K	Buy	+17,000	New	+$225K	0.09%	237

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

MSL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimum Investment Advisors's NEA Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2021, closing a stake of 1,770 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in NEA in Q4 2015 and held it in 19 quarters. The position peaked at $541K in Q3 2016. 310 funds tracked by Wall St. Rank hold NEA as of Q4 2021.

Optimum Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 1,770 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $27K.
Optimum Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2015 and held it in 19 quarters.
Optimum Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $541K in Q3 2016.
310 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.