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OTA Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

OTA Financial Group’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
2022
Q3 		– Sell
-45,844
Closed -$538K – 119
2022
Q2 		$538K Buy
+45,844
New +$559K 0.26% 28
2016
Q4 		– Sell
-19,285
Closed -$281K – 64
2016
Q3 		$281K Sell
19,285
-5,613
-23% -$83.5K 0.25% 41
2016
Q2 		$373K Buy
+24,898
New +$366K 0.29% 45

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RCM
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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

OTA Financial Group's NEA Position: Q3 2022 in Review

OTA Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 45,844 shares — an estimated $538K sold.

OTA Financial Group first reported a position in NEA in Q2 2016 and held it in 3 quarters. The position peaked at $538K in Q2 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • OTA Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • OTA Financial Group sold 45,844 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $538K.
  • OTA Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 3 quarters.
  • OTA Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $538K in Q2 2022.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on OTA Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.