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Patriot Financial Group Insurance Agency’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,350
Closed -$28K – 1385
2022
Q2 		$28K Hold
2,350
– – 0.01% 913
2022
Q1 		$31K Hold
2,350
– – 0.01% 933
2021
Q4 		$37K Hold
2,350
– – 0.01% 987
2021
Q3 		$36K Hold
2,350
– – 0.01% 994
2021
Q2 		$37K Hold
2,350
– – 0.01% 947
2021
Q1 		$35K Hold
2,350
– – 0.01% 895
2020
Q4 		$35K Hold
2,350
– – 0.01% 797
2020
Q3 		$34K Hold
2,350
– – 0.01% 635
2020
Q2 		$33K Hold
2,350
– – 0.01% 605
2020
Q1 		$32K Hold
2,350
– – 0.01% 547
2019
Q4 		$34K Hold
2,350
– – 0.01% 565
2019
Q3 		$34K Hold
2,350
– – 0.02% 515
2019
Q2 		$33K Hold
2,350
– – 0.01% 522
2019
Q1 		$31K Hold
2,350
– – 0.02% 465
2018
Q4 		$29K Sell
2,350
-1,633
-41% -$20K 0.02% 414
2018
Q3 		$50K Hold
3,983
– – 0.03% 303
2018
Q2 		$52K Buy
3,983
+1,633
+69% +$21.1K 0.06% 182
2018
Q1 		$30K Sell
2,350
-484
-17% -$6.38K 0.02% 394
2017
Q4 		$40K Hold
2,834
– – 0.03% 330
2017
Q3 		$39K Hold
2,834
– – 0.03% 292
2017
Q2 		$39K Buy
2,834
+200
+8% +$2.72K 0.04% 283
2017
Q1 		$35K Buy
2,634
+2,150
+444% +$28.6K 0.04% 277
2016
Q4 		$6K Buy
+484
New +$6.54K 0.01% 546

Other funds holding NEA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NEA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 2,350 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in NEA in Q4 2016 and held it in 23 quarters. The position peaked at $52K in Q2 2018. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,350 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $52K in Q2 2018.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.