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Point View Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Point View Wealth Management’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
2020
Q4 		$174K Sell
11,507
-1,484
-11% -$21.6K 0.07% 256
2020
Q3 		$186K Hold
12,991
– – 0.09% 239
2020
Q2 		$181K Hold
12,991
– – 0.09% 240
2020
Q1 		$176K Hold
12,991
– – 0.1% 223
2019
Q4 		$187K Buy
+12,991
New +$185K 0.08% 253

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Point View Wealth Management's NEA Position: Q4 2020 in Review

Point View Wealth Management reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 11% in Q4 2020, selling an estimated $21.6K and leaving 11,507 shares worth $174K. The position accounts for 0.07% of the portfolio, ranked #256.

Point View Wealth Management first reported a position in NEA in Q4 2019 and has held it in 5 quarters since. The position peaked at $187K in Q4 2019. 281 funds tracked by Wall St. Rank hold NEA as of Q4 2020.

  • Point View Wealth Management held 11,507 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $174K as of Q4 2020.
  • Point View Wealth Management sold 1,484 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2020, an estimated $21.6K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of Point View Wealth Management's portfolio in Q4 2020, its #256 holding.
  • Point View Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 5 quarters since.
  • Point View Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $187K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.