Ranch Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Ranch Capital 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 Q4	–	Sell	-23,144	Closed	-$245K	–	151
2022 Q3	$245K	Hold	23,144	–	–	0.2%	133
2022 Q2	$272K	Hold	23,144	–	–	0.21%	119
2022 Q1	$304K	Hold	23,144	–	–	0.2%	120
2021 Q4	$361K	Sell	23,144 -5,000	-18%	-$76.1K	0.23%	112
2021 Q3	$428K	Buy	+28,144	New	+$445K	0.27%	102
2021 Q2	–	Sell	-28,144	Closed	-$428K	–	101
2021 Q1	$417K	Sell	28,144 -6,763	-19%	-$100K	0.28%	99
2020 Q4	$527K	Hold	34,907	–	–	0.38%	81
2020 Q3	$500K	Hold	34,907	–	–	0.4%	77
2020 Q2	$514K	Hold	34,907	–	–	0.4%	76
2020 Q1	$472K	Hold	34,907	–	–	0.47%	62
2019 Q4	$502K	Hold	34,907	–	–	0.41%	76
2019 Q3	$500K	Buy	+34,907	New	+$495K	0.54%	60

Other funds holding NEA

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

KIM

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

MSL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

Ranch Capital Advisors's NEA Position: Q4 2022 in Review

Ranch Capital Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 23,144 shares — an estimated $245K sold.

Ranch Capital Advisors first reported a position in NEA in Q3 2019 and held it in 12 quarters. The position peaked at $527K in Q4 2020. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

Ranch Capital Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Ranch Capital Advisors sold 23,144 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $245K.
Ranch Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 12 quarters.
Ranch Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $527K in Q4 2020.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Ranch Capital Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.