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

Simplicity Solutions’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
2019
Q2 		– Sell
-14,717
Closed -$197K – 791
2019
Q1 		$197K Buy
14,717
+1,309
+10% +$17K 0.01% 698
2018
Q4 		$165K Buy
+13,408
New +$164K 0.02% 574

Other funds holding NEA

KIM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplicity Solutions's NEA Position: Q2 2019 in Review

Simplicity Solutions sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2019, closing a stake of 14,717 shares — an estimated $197K sold.

Simplicity Solutions first reported a position in NEA in Q4 2018 and held it in 2 quarters. The position peaked at $197K in Q1 2019. 212 funds tracked by Wall St. Rank hold NEA as of Q2 2019.

  • Simplicity Solutions reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 14,717 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2019, an estimated $197K.
  • Simplicity Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $197K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.