Private Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Private Wealth Partners’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 Q4	–	Sell	-12,500	Closed	-$150K	–	180
2024 Q3	$150K	Hold	12,500	–	–	0.01%	169
2024 Q2	$143K	Hold	12,500	–	–	0.01%	163
2024 Q1	$138K	Hold	12,500	–	–	0.01%	163
2023 Q4	$138K	Hold	12,500	–	–	0.01%	166
2023 Q3	$121K	Hold	12,500	–	–	0.01%	157
2023 Q2	$137K	Hold	12,500	–	–	0.01%	163
2023 Q1	$139K	Sell	12,500 -4,000	-24%	-$44.7K	0.01%	157
2022 Q4	$188K	Buy	16,500 +6,250	+61%	+$68.2K	0.02%	83
2022 Q3	$109K	Hold	10,250	–	–	0.01%	73
2022 Q2	$120K	Sell	10,250 -7,823	-43%	-$95.3K	0.01%	71
2022 Q1	$237K	Hold	18,073	–	–	0.02%	76
2021 Q4	$282K	Hold	18,073	–	–	0.02%	76
2021 Q3	$275K	Buy	+18,073	New	+$286K	0.03%	75

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

MSL

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Private Wealth Partners's NEA Position: Q4 2024 in Review

Private Wealth Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 12,500 shares — an estimated $150K sold.

Private Wealth Partners first reported a position in NEA in Q3 2021 and held it in 13 quarters. The position peaked at $282K in Q4 2021. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Private Wealth Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Private Wealth Partners sold 12,500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $150K.
Private Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and held it in 13 quarters.
Private Wealth Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $282K in Q4 2021.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Private Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.