RIA
NEA icon

Regal Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Regal Investment 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
2019
Q1 		– Sell
-13,259
Closed -$163K – 382
2018
Q4 		$163K Sell
13,259
-2,221
-14% -$27.2K 0.04% 315
2018
Q3 		$196K Buy
+15,480
New +$200K 0.04% 300

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
Wells Fargo
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Regal Investment Advisors's NEA Position: Q1 2019 in Review

Regal Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2019, closing a stake of 13,259 shares — an estimated $163K sold.

Regal Investment Advisors first reported a position in NEA in Q3 2018 and held it in 2 quarters. The position peaked at $196K in Q3 2018. 215 funds tracked by Wall St. Rank hold NEA as of Q1 2019.

  • Regal Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 13,259 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $163K.
  • Regal Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and held it in 2 quarters.
  • Regal Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $196K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.