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

Selective 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
2022 Q4	–	Sell	-4,118	Closed	-$44K	–	507
2022 Q3	$44K	Buy	4,118 +53	+1%	+$637	0.02%	309
2022 Q2	$48K	Buy	+4,065	New	+$49.5K	0.02%	325
2021 Q1	–	Sell	-557	Closed	-$8K	–	416
2020 Q4	$8K	Buy	+557	New	+$8.12K	0.01%	264

Other funds holding NEA

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

Selective Wealth Management's NEA Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 4,118 shares — an estimated $44K sold.

Selective Wealth Management first reported a position in NEA in Q4 2020 and held it in 3 quarters. The position peaked at $48K in Q2 2022. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

Selective Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,118 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $44K.
Selective Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 3 quarters.
Selective Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $48K in Q2 2022.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.