SQA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return