SignatureFD’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SignatureFD’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 Q4	–	Sell	-9,582	Closed	-$92.8K	–	3221
2023 Q3	$92.8K	Sell	9,582 -2,073	-18%	-$21.8K	﹤0.01%	1097
2023 Q2	$127K	Hold	11,655	–	–	﹤0.01%	943
2023 Q1	$130K	Hold	11,655	–	–	﹤0.01%	910
2022 Q4	$133K	Buy	11,655 +8,700	+294%	+$94.9K	﹤0.01%	868
2022 Q3	$31K	Hold	2,955	–	–	﹤0.01%	1533
2022 Q2	$35K	Hold	2,955	–	–	﹤0.01%	1489
2022 Q1	$39K	Hold	2,955	–	–	﹤0.01%	1501
2021 Q4	$46K	Hold	2,955	–	–	﹤0.01%	1374
2021 Q3	$45K	Hold	2,955	–	–	﹤0.01%	1360
2021 Q2	$46K	Sell	2,955 -293	-9%	-$4.46K	﹤0.01%	1311
2021 Q1	$48K	Buy	3,248 +293	+10%	+$4.34K	﹤0.01%	1189
2020 Q4	$45K	Hold	2,955	–	–	﹤0.01%	1133
2020 Q3	$42K	Hold	2,955	–	–	﹤0.01%	1059
2020 Q2	$41K	Buy	+2,955	New	+$39.9K	﹤0.01%	1042

Other funds holding NEA

KIM

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SignatureFD's NEA Position: Q4 2023 in Review

SignatureFD sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 9,582 shares — an estimated $92.8K sold.

SignatureFD first reported a position in NEA in Q2 2020 and held it in 14 quarters. The position peaked at $133K in Q4 2022. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

SignatureFD reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 9,582 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $92.8K.
SignatureFD first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and held it in 14 quarters.
SignatureFD's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $133K in Q4 2022.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.