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	–	411
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

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

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

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return

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

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America

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