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Principal Securities’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Principal Securities’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
2024
Q1 		– Sell
-809
Closed -$8.9K – 3371
2023
Q4 		$8.9K Buy
+809
New +$8.26K ﹤0.01% 2306

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's NEA Position: Q1 2024 in Review

Principal Securities sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 809 shares — an estimated $8.9K sold.

Principal Securities first reported a position in NEA in Q4 2023 and held it in 1 quarter. The position peaked at $8.9K in Q4 2023. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • Principal Securities reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 809 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $8.9K.
  • Principal Securities first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Principal Securities's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $8.9K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.