SWM
NEA icon

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

SeaCrest Wealth 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
2023
Q2 		– Sell
-13,897
Closed -$155K – 650
2023
Q1 		$155K Buy
13,897
+37
+0.3% +$413 0.02% 594
2022
Q4 		$158K Buy
13,860
+101
+0.7% +$1.1K 0.02% 587
2022
Q3 		$146K Buy
13,759
+149
+1% +$1.79K 0.02% 573
2022
Q2 		$160K Buy
13,610
+2,000
+17% +$24.4K 0.02% 690
2022
Q1 		$153K Buy
+11,610
New +$162K 0.02% 679
2021
Q1 		– Sell
-11,589
Closed -$175K – 673
2020
Q4 		$175K Sell
11,589
-1,880
-14% -$27.4K 0.02% 579
2020
Q3 		$193K Sell
13,469
-138
-1% -$1.98K 0.03% 520
2020
Q2 		$189K Buy
13,607
+64
+0.5% +$865 0.03% 498
2020
Q1 		$183K Sell
13,543
-6,651
-33% -$94.6K 0.04% 447
2019
Q4 		$290K Sell
20,194
-1,674
-8% -$23.8K 0.05% 410
2019
Q3 		$313K Sell
21,868
-9,176
-30% -$130K 0.06% 382
2019
Q2 		$429K Hold
31,044
– – 0.09% 276
2019
Q1 		$415K Buy
31,044
+20,000
+181% +$260K 0.07% 281
2018
Q4 		$136K Hold
11,044
– – 0.03% 552
2018
Q3 		$140K Buy
11,044
+2,560
+30% +$33.1K 0.02% 628
2018
Q2 		$110K Hold
8,484
– – 0.02% 691
2018
Q1 		$110K Hold
8,484
– – 0.02% 678
2017
Q4 		$117K Buy
+8,484
New +$116K 0.02% 657

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SeaCrest Wealth Management's NEA Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 13,897 shares — an estimated $155K sold.

SeaCrest Wealth Management first reported a position in NEA in Q4 2017 and held it in 18 quarters. The position peaked at $429K in Q2 2019. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,897 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $155K.
  • SeaCrest Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 18 quarters.
  • SeaCrest Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $429K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.