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Sterling Financial Planning’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2,612
Closed -$40K – 281
2021
Q3 		$40K Hold
2,612
– – 0.03% 204
2021
Q2 		$41K Hold
2,612
– – 0.03% 188
2021
Q1 		$39K Buy
2,612
+31
+1% +$459 0.03% 170
2020
Q4 		$39K Buy
+2,581
New +$37.6K 0.03% 159

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sterling Financial Planning's NEA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2021, closing a stake of 2,612 shares — an estimated $40K sold.

Sterling Financial Planning first reported a position in NEA in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 310 funds tracked by Wall St. Rank hold NEA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,612 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $40K.
  • Sterling Financial Planning first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $41K in Q2 2021.
  • 310 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.