Simon Quick Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-17,071	Closed	-$191K	–	541
2025 Q1	$191K	Buy	17,071 +505	+3%	+$5.75K	0.01%	579
2024 Q4	$187K	Buy	16,566 +932	+6%	+$10.8K	0.01%	460
2024 Q3	$187K	Buy	15,634 +914	+6%	+$10.6K	0.01%	413
2024 Q2	$169K	Sell	14,720 -7,633	-34%	-$83.6K	0.01%	370
2024 Q1	$247K	Buy	22,353 +2,931	+15%	+$32.2K	0.02%	349
2023 Q4	$214K	Buy	+19,422	New	+$198K	0.02%	304
2020 Q4	–	Sell	-164	Closed	-$2K	–	509
2020 Q3	$2K	Buy	+164	New	+$2.35K	﹤0.01%	408

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Simon Quick Advisors's NEA Position: Q2 2025 in Review

Simon Quick Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 17,071 shares — an estimated $191K sold.

Simon Quick Advisors first reported a position in NEA in Q3 2020 and held it in 7 quarters. The position peaked at $247K in Q1 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Simon Quick Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 17,071 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $191K.
Simon Quick Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 7 quarters.
Simon Quick Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $247K in Q1 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.