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Sea Otter Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sea Otter 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
Q3 		– Sell
-50,000
Closed -$547K – 275
2023
Q2 		$547K Buy
50,000
+1,001
+2% +$10.9K 0.3% 70
2023
Q1 		$545K Buy
+48,999
New +$547K 0.28% 80

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sea Otter Advisors's NEA Position: Q3 2023 in Review

Sea Otter Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 50,000 shares — an estimated $547K sold.

Sea Otter Advisors first reported a position in NEA in Q1 2023 and held it in 2 quarters. The position peaked at $547K in Q2 2023. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

  • Sea Otter Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Sea Otter Advisors sold 50,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $547K.
  • Sea Otter Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 2 quarters.
  • Sea Otter Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $547K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Sea Otter Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.