Sargent Bickham Lagudis’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sargent Bickham Lagudis’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
2020 Q2	–	Sell	-500	Closed	-$7K	–	797
2020 Q1	$7K	Sell	500 -104	-17%	-$1.48K	﹤0.01%	612
2019 Q4	$9K	Buy	604 +104	+21%	+$1.48K	﹤0.01%	625
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	604
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	631
2019 Q1	$7K	Hold	500	–	–	﹤0.01%	659
2018 Q4	$6K	Hold	500	–	–	﹤0.01%	645
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	672
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	635
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	634
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	654
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	664
2017 Q2	$7K	Hold	500	–	–	﹤0.01%	624
2017 Q1	$7K	Sell	500 -387	-44%	-$5.14K	﹤0.01%	631
2016 Q4	$12K	Hold	887	–	–	﹤0.01%	536
2016 Q3	$13K	Buy	887 +387	+77%	+$5.76K	﹤0.01%	532
2016 Q2	$8K	Buy	+500	New	+$7.34K	﹤0.01%	571

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Sargent Bickham Lagudis's NEA Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2020, closing a stake of 500 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in NEA in Q2 2016 and held it in 16 quarters. The position peaked at $13K in Q3 2016. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

Sargent Bickham Lagudis reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 500 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $7K.
Sargent Bickham Lagudis first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 16 quarters.
Sargent Bickham Lagudis's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $13K in Q3 2016.
237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.