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Royal Fund Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Royal Fund Management’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
-15,668
Closed -$188K – 337
2024
Q3 		$188K Buy
+15,668
New +$182K 0.01% 307
2020
Q2 		– Sell
-6,436
Closed -$87K – 413
2020
Q1 		$87K Buy
6,436
+744
+13% +$10.6K 0.04% 193
2019
Q4 		$81K Buy
5,692
+63
+1% +$895 0.02% 207
2019
Q3 		$80K Buy
5,629
+64
+1% +$907 0.02% 202
2019
Q2 		$76K Buy
5,565
+66
+1% +$887 0.02% 202
2019
Q1 		$73K Buy
5,499
+68
+1% +$884 0.02% 182
2018
Q4 		$66K Buy
5,431
+70
+1% +$859 0.03% 169
2018
Q3 		$67K Buy
5,361
+65
+1% +$841 0.02% 174
2018
Q2 		$68K Buy
5,296
+71
+1% +$917 0.02% 174
2018
Q1 		$67K Buy
5,225
+70
+1% +$923 0.02% 176
2017
Q4 		$70K Buy
5,155
+65
+1% +$892 0.03% 186
2017
Q3 		$70K Buy
5,090
+67
+1% +$930 0.03% 143
2017
Q2 		$68K Buy
5,023
+69
+1% +$939 0.03% 135
2017
Q1 		$66K Sell
4,954
-692
-12% -$9.19K 0.03% 133
2016
Q4 		$75K Buy
+5,646
New +$76.3K 0.04% 119

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
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
BI
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Fund Management's NEA Position: Q4 2024 in Review

Royal Fund Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 15,668 shares — an estimated $188K sold.

Royal Fund Management first reported a position in NEA in Q4 2016 and held it in 15 quarters. The position peaked at $188K in Q3 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • Royal Fund Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Royal Fund Management sold 15,668 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $188K.
  • Royal Fund Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 15 quarters.
  • Royal Fund Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $188K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.