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Palladium Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Palladium Partners’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
2014
Q2 		– Sell
-1,571
Closed -$20K – 385
2014
Q1 		$20K Buy
+1,571
New +$20.2K ﹤0.01% 427
2013
Q4 		– Sell
-1,571
Closed -$20K – 394
2013
Q3 		$20K Hold
1,571
– – ﹤0.01% 426
2013
Q2 		$20K Buy
+1,571
New +$21.9K ﹤0.01% 422

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Palladium Partners's NEA Position: Q2 2014 in Review

Palladium Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2014, closing a stake of 1,571 shares — an estimated $20K sold.

Palladium Partners first reported a position in NEA in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q1 2014. 77 funds tracked by Wall St. Rank hold NEA as of Q2 2014.

  • Palladium Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,571 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2014, an estimated $20K.
  • Palladium Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $20K in Q1 2014.
  • 77 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.