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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return