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Pin Oak Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Pin Oak Investment 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
2019
Q3 		– Sell
-707
Closed -$10K – 443
2019
Q2 		$10K Hold
707
– – 0.01% 357
2019
Q1 		$9K Hold
707
– – 0.01% 341
2018
Q4 		$9K Hold
707
– – 0.01% 331
2018
Q3 		$9K Hold
707
– – 0.01% 322
2018
Q2 		$9K Hold
707
– – 0.01% 329
2018
Q1 		$9K Hold
707
– – 0.01% 333
2017
Q4 		$10K Buy
+707
New +$9.7K 0.01% 338

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pin Oak Investment Advisors's NEA Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2019, closing a stake of 707 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in NEA in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q2 2019. 219 funds tracked by Wall St. Rank hold NEA as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 707 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2019, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 7 quarters.
  • Pin Oak Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $10K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.