Plante Moran Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Plante Moran Financial 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
2022 Q3	–	Sell	-3,500	Closed	-$41K	–	1002
2022 Q2	$41K	Buy	+3,500	New	+$42.6K	0.01%	340
2021 Q4	–	Sell	-758	Closed	-$12K	–	1065
2021 Q3	$12K	Buy	+758	New	+$12K	﹤0.01%	664
2019 Q4	–	Sell	-2,056	Closed	-$29K	–	843
2019 Q3	$29K	Buy	+2,056	New	+$29.1K	0.01%	425
2018 Q4	–	Sell	-706	Closed	-$9K	–	940
2018 Q3	$9K	Buy	+706	New	+$9.13K	﹤0.01%	510

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Plante Moran Financial Advisors's NEA Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 3,500 shares — an estimated $41K sold.

Plante Moran Financial Advisors first reported a position in NEA in Q3 2018 and held it in 4 quarters. The position peaked at $41K in Q2 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

Plante Moran Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 3,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $41K.
Plante Moran Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and held it in 4 quarters.
Plante Moran Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $41K in Q2 2022.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.