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Personal Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Personal Wealth Partners’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
-485
Closed -$8K – 282
2021
Q2 		$8K Buy
+485
New +$7.38K ﹤0.01% 292
2020
Q1 		– Sell
-485
Closed -$7K – 410
2019
Q4 		$7K Hold
485
– – ﹤0.01% 256
2019
Q3 		$7K Hold
485
– – ﹤0.01% 261
2019
Q2 		$7K Buy
+485
New +$6.52K ﹤0.01% 232

Other funds holding NEA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $1.55T AUM 33.47% 1-Year Est. Return

Personal Wealth Partners's NEA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2021, closing a stake of 485 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in NEA in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

  • Personal Wealth Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 485 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $8K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.