SevenBridge Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SevenBridge Financial 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
2022 Q2	–	Sell	-33,717	Closed	-$443K	–	155
2022 Q1	$443K	Hold	33,717	–	–	0.16%	106
2021 Q4	$526K	Buy	33,717 +13,512	+67%	+$206K	0.16%	111
2021 Q3	$307K	Hold	20,205	–	–	0.1%	132
2021 Q2	$317K	Hold	20,205	–	–	0.1%	130
2021 Q1	$299K	Hold	20,205	–	–	0.11%	125
2020 Q4	$305K	Hold	20,205	–	–	0.12%	123
2020 Q3	$290K	Hold	20,205	–	–	0.13%	114
2020 Q2	$281K	Buy	20,205 +727	+4%	+$9.83K	0.14%	109
2020 Q1	$264K	Hold	19,478	–	–	0.15%	107
2019 Q4	$280K	Hold	19,478	–	–	0.07%	127
2019 Q3	$279K	Hold	19,478	–	–	0.15%	110
2019 Q2	$269K	Hold	19,478	–	–	0.1%	125
2019 Q1	$260K	Hold	19,478	–	–	0.1%	119
2018 Q4	$240K	Hold	19,478	–	–	0.15%	105
2018 Q3	$247K	Hold	19,478	–	–	0.13%	116
2018 Q2	$253K	Hold	19,478	–	–	0.14%	120
2018 Q1	$253K	Hold	19,478	–	–	0.15%	118
2017 Q4	$268K	Buy	+19,478	New	+$267K	0.15%	118
2017 Q3	–	Sell	-19,478	Closed	-$268K	–	644
2017 Q2	$268K	Buy	19,478 +2,030	+12%	+$27.6K	0.16%	114
2017 Q1	$233K	Buy	17,448 +9,325	+115%	+$124K	0.15%	121
2016 Q4	$112K	Buy	+8,123	New	+$110K	0.08%	180

Other funds holding NEA

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SevenBridge Financial Group's NEA Position: Q2 2022 in Review

SevenBridge Financial Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 33,717 shares — an estimated $443K sold.

SevenBridge Financial Group first reported a position in NEA in Q4 2016 and held it in 21 quarters. The position peaked at $526K in Q4 2021. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

SevenBridge Financial Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
SevenBridge Financial Group sold 33,717 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $443K.
SevenBridge Financial Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 21 quarters.
SevenBridge Financial Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $526K in Q4 2021.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on SevenBridge Financial Group's 13F filing for Q2 2022, filed 12 Jul 2022.