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Sound View Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sound View Wealth 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
2019
Q1 		$163K Sell
12,216
-382
-3% -$4.96K 0.05% 244
2018
Q4 		$155K Buy
+12,598
New +$155K 0.06% 226

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Sound View Wealth Advisors's NEA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 3% in Q1 2019, selling an estimated $4.96K and leaving 12,216 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #244.

Sound View Wealth Advisors first reported a position in NEA in Q4 2018 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold NEA as of Q1 2019.

  • Sound View Wealth Advisors held 12,216 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $163K as of Q1 2019.
  • Sound View Wealth Advisors sold 382 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $4.96K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.05% of Sound View Wealth Advisors's portfolio in Q1 2019, its #244 holding.
  • Sound View Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.