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

Paloma 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
2013
Q4 		– Sell
-11,400
Closed -$142K – 1136
2013
Q3 		$142K Sell
11,400
-2,000
-15% -$24.6K 0.01% 814
2013
Q2 		$173K Buy
+13,400
New +$186K 0.01% 967

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OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 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
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Paloma Partners's NEA Position: Q4 2013 in Review

Paloma Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2013, closing a stake of 11,400 shares — an estimated $142K sold.

Paloma Partners first reported a position in NEA in Q2 2013 and held it in 2 quarters. The position peaked at $173K in Q2 2013. 79 funds tracked by Wall St. Rank hold NEA as of Q4 2013.

  • Paloma Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 11,400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2013, an estimated $142K.
  • Paloma Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $173K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.