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Sterling Investment Advisors (Pennsylvania)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		– Sell
-228
Closed -$2K – 424
2018
Q4 		$2K Hold
228
– – ﹤0.01% 380
2018
Q3 		$3K Hold
228
– – ﹤0.01% 392
2018
Q2 		$2K Hold
228
– – ﹤0.01% 375
2018
Q1 		$3K Hold
228
– – ﹤0.01% 349
2017
Q4 		$3K Hold
228
– – ﹤0.01% 324
2017
Q3 		$3K Hold
228
– – ﹤0.01% 321
2017
Q2 		$3K Buy
+228
New +$3.1K ﹤0.01% 346

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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

Sterling Investment Advisors (Pennsylvania)'s NEA Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2019, closing a stake of 228 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NEA in Q2 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 215 funds tracked by Wall St. Rank hold NEA as of Q1 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 228 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2017 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.