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Phoenix Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-1,058
Closed -$16K – 275
2021
Q3 		$16K Hold
1,058
– – 0.01% 280
2021
Q2 		$17K Hold
1,058
– – 0.01% 268
2021
Q1 		$16K Hold
1,058
– – 0.01% 269
2020
Q4 		$16K Buy
+1,058
New +$15.4K 0.01% 268

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

Phoenix Wealth Advisors's NEA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2021, closing a stake of 1,058 shares — an estimated $16K sold.

Phoenix Wealth Advisors first reported a position in NEA in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 310 funds tracked by Wall St. Rank hold NEA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,058 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $16K.
  • Phoenix Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $17K in Q2 2021.
  • 310 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.