RDA Financial Network’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

RDA Financial Network’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
2023 Q2	–	Sell	-10,000	Closed	-$111K	–	234
2023 Q1	$111K	Sell	10,000 -100	-1%	-$1.12K	0.05%	216
2022 Q4	$115K	Hold	10,100	–	–	0.06%	208
2022 Q3	$107K	Hold	10,100	–	–	0.06%	193
2022 Q2	$119K	Sell	10,100 -500	-5%	-$6.09K	0.06%	206
2022 Q1	$139K	Hold	10,600	–	–	0.06%	221
2021 Q4	$165K	Buy	10,600 +100	+1%	+$1.52K	0.07%	212
2021 Q3	$159K	Hold	10,500	–	–	0.07%	208
2021 Q2	$165K	Sell	10,500 -10	-0.1%	-$152	0.07%	211
2021 Q1	$156K	Buy	+10,510	New	+$156K	0.07%	217

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

SIA

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

HWAM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RDA Financial Network's NEA Position: Q2 2023 in Review

RDA Financial Network sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 10,000 shares — an estimated $111K sold.

RDA Financial Network first reported a position in NEA in Q1 2021 and held it in 9 quarters. The position peaked at $165K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

RDA Financial Network reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
RDA Financial Network sold 10,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $111K.
RDA Financial Network first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 9 quarters.
RDA Financial Network's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $165K in Q4 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on RDA Financial Network's 13F filing for Q2 2023, filed 13 Jul 2023.