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SageView Advisory Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SageView Advisory Group’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
Q2 		– Sell
-1,062
Closed -$210K – 665
2024
Q1 		$210K Buy
+1,062
New +$11.7K 0.01% 502

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SageView Advisory Group's NEA Position: Q2 2024 in Review

SageView Advisory Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2024, closing a stake of 1,062 shares — an estimated $210K sold.

SageView Advisory Group first reported a position in NEA in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

  • SageView Advisory Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 1,062 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $210K.
  • SageView Advisory Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $210K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.