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Stevens First Principles Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Stevens First Principles Investment 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
2014
Q1 		– Sell
-130
Closed -$2K – 213
2013
Q4 		$2K Hold
130
– – ﹤0.01% 208
2013
Q3 		$2K Buy
+130
New +$1.6K ﹤0.01% 205

Other funds holding NEA

KIM
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OHA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stevens First Principles Investment Advisors's NEA Position: Q1 2014 in Review

Stevens First Principles Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2014, closing a stake of 130 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in NEA in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 76 funds tracked by Wall St. Rank hold NEA as of Q1 2014.

  • Stevens First Principles Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 130 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2014, an estimated $2K.
  • Stevens First Principles Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2013 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2014, filed 15 May 2014.