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

Perigon 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
2018
Q1 		– Sell
-900
Closed -$12K – 665
2017
Q4 		$12K Hold
900
– – ﹤0.01% 475
2017
Q3 		$12K Buy
+900
New +$12.5K ﹤0.01% 494

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KIM
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PPA
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RCM
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UBS Group
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MSL
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Perigon Wealth Management's NEA Position: Q1 2018 in Review

Perigon Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2018, closing a stake of 900 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in NEA in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 197 funds tracked by Wall St. Rank hold NEA as of Q1 2018.

  • Perigon Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 900 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $12K.
  • Perigon Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $12K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.