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

Running Point 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
2023 Q1	–	Sell	-20,000	Closed	-$227K	–	186
2022 Q4	$227K	Sell	20,000 -6,000	-23%	-$65.4K	0.14%	94
2022 Q3	$276K	Sell	26,000 -2,300	-8%	-$27.6K	0.18%	68
2022 Q2	$333K	Hold	28,300	–	–	0.21%	65
2022 Q1	$372K	Buy	+28,300	New	+$394K	0.22%	56

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

HWAM

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

Running Point Capital Advisors's NEA Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 20,000 shares — an estimated $227K sold.

Running Point Capital Advisors first reported a position in NEA in Q1 2022 and held it in 4 quarters. The position peaked at $372K in Q1 2022. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

Running Point Capital Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 20,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $227K.
Running Point Capital Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $372K in Q1 2022.
291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.