PSIWM
NEA icon

Paradigm Strategies in Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Paradigm Strategies in Wealth Management’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
Q3 		– Sell
-400
Closed -$6K – 163
2021
Q2 		$6K Hold
400
– – 0.01% 186
2021
Q1 		$6K Buy
+400
New +$5.93K 0.01% 179

Other funds holding NEA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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 $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paradigm Strategies in Wealth Management's NEA Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2021, closing a stake of 400 shares — an estimated $6K sold.

Paradigm Strategies in Wealth Management first reported a position in NEA in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 400 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $6K.
  • Paradigm Strategies in Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.