Parkside Financial Bank & Trust’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Parkside Financial Bank & Trust’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
2023 Q3	–	Sell	-1,650	Closed	-$18K	–	2088
2023 Q2	$18K	Buy	+1,650	New	+$18K	﹤0.01%	930
2017 Q2	–	Hold	0	–	–	–	80
2017 Q1	–	Hold	0	–	–	–	80
2016 Q4	–	Hold	0	–	–	–	85
2016 Q3	–	Hold	0	–	–	–	36

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's NEA Position: Q3 2023 in Review

Parkside Financial Bank & Trust sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 1,650 shares — an estimated $18K sold.

Parkside Financial Bank & Trust first reported a position in NEA in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

Parkside Financial Bank & Trust reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 1,650 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $18K.
Parkside Financial Bank & Trust first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 1 quarter.
Parkside Financial Bank & Trust's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $18K in Q2 2023.
283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2023, filed 13 Nov 2023.