Strategic Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Strategic 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
2023 Q4	–	Sell	-10,884	Closed	-$105K	–	203
2023 Q3	$105K	Hold	10,884	–	–	0.02%	189
2023 Q2	$119K	Hold	10,884	–	–	0.02%	191
2023 Q1	$121K	Hold	10,884	–	–	0.02%	195
2022 Q4	$124K	Hold	10,884	–	–	0.03%	185
2022 Q3	$115K	Buy	+10,884	New	+$131K	0.03%	188
2017 Q4	–	Sell	-65,573	Closed	-$908K	–	143
2017 Q3	$908K	Buy	+65,573	New	+$911K	0.39%	68
2017 Q2	–	Sell	-68,834	Closed	-$920K	–	146
2017 Q1	$920K	Buy	+68,834	New	+$914K	0.43%	68

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Advisors's NEA Position: Q4 2023 in Review

Strategic Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 10,884 shares — an estimated $105K sold.

Strategic Advisors first reported a position in NEA in Q1 2017 and held it in 7 quarters. The position peaked at $920K in Q1 2017. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

Strategic Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Strategic Advisors sold 10,884 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $105K.
Strategic Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 7 quarters.
Strategic Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $920K in Q1 2017.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Strategic Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.