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Orion Portfolio Solutions’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Orion Portfolio Solutions’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 		– Sell
-2,030
Closed -$28K – 1469
2020
Q2 		$28K Buy
+2,030
New +$27.4K ﹤0.01% 857

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 $2.73B AUM 2.13% 1-Year Est. Return

Orion Portfolio Solutions's NEA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2020, closing a stake of 2,030 shares — an estimated $28K sold.

Orion Portfolio Solutions first reported a position in NEA in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 251 funds tracked by Wall St. Rank hold NEA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,030 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2020, an estimated $28K.
  • Orion Portfolio Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $28K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.