PFA
NEA icon

Pathway Financial Advisers’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-1,858
Closed -$18K – 481
2023
Q3 		$18K Buy
+1,858
New +$19.5K 0.01% 305
2023
Q1 		$20.3K Sell
1,822
-1,210
-40% -$13.5K 0.01% 307
2022
Q4 		$34.5K Buy
+3,032
New +$33.1K 0.01% 274

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathway Financial Advisers's NEA Position: Q4 2023 in Review

Pathway Financial Advisers sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 1,858 shares — an estimated $18K sold.

Pathway Financial Advisers first reported a position in NEA in Q4 2022 and held it in 3 quarters. The position peaked at $34.5K in Q4 2022. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

  • Pathway Financial Advisers reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,858 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $18K.
  • Pathway Financial Advisers first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 3 quarters.
  • Pathway Financial Advisers's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $34.5K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Pathway Financial Advisers's 13F filing for Q4 2023, filed 19 Jul 2024.