Proficio Capital Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Proficio Capital 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
2019 Q4	–	Sell	-93,244	Closed	-$1.33M	–	138
2019 Q3	$1.33M	Sell	93,244 -87,638	-48%	-$1.24M	0.5%	45
2019 Q2	$2.5M	Sell	180,882 -9,336	-5%	-$125K	0.85%	25
2019 Q1	$2.54M	Buy	+190,218	New	+$2.47M	0.91%	25
2018 Q1	–	Sell	-349,879	Closed	-$4.81M	–	1319
2017 Q4	$4.81M	Sell	349,879 -16,763	-5%	-$230K	1.55%	9
2017 Q3	$5.08M	Hold	366,642	–	–	2.06%	7
2017 Q2	$5.13M	Sell	366,642 -14,183	-4%	-$193K	2.13%	7
2017 Q1	$5.19M	Sell	380,825 -8,411	-2%	-$112K	2.27%	5
2016 Q4	$5.19M	Sell	389,236 -65	-0%	-$879	2.2%	4
2016 Q3	$5.68M	Buy	+389,301	New	+$5.79M	3.28%	2

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Proficio Capital Partners's NEA Position: Q4 2019 in Review

Proficio Capital Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2019, closing a stake of 93,244 shares — an estimated $1.33M sold.

Proficio Capital Partners first reported a position in NEA in Q3 2016 and held it in 9 quarters. The position peaked at $5.68M in Q3 2016. 247 funds tracked by Wall St. Rank hold NEA as of Q4 2019.

Proficio Capital Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Proficio Capital Partners sold 93,244 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2019, an estimated $1.33M.
Proficio Capital Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 9 quarters.
Proficio Capital Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5.68M in Q3 2016.
247 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2019.

Based on Proficio Capital Partners's 13F filing for Q4 2019, filed 13 Feb 2020.