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Suncoast Equity Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Suncoast Equity Management’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
Q3 		– Sell
-11,921
Closed -$130K – 77
2023
Q2 		$130K Buy
+11,921
New +$130K 0.02% 70

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Suncoast Equity Management's NEA Position: Q3 2023 in Review

Suncoast Equity Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 11,921 shares — an estimated $130K sold.

Suncoast Equity Management first reported a position in NEA in Q2 2023 and held it in 1 quarter. The position peaked at $130K in Q2 2023. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

  • Suncoast Equity Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Suncoast Equity Management sold 11,921 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $130K.
  • Suncoast Equity Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 1 quarter.
  • Suncoast Equity Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $130K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Suncoast Equity Management's 13F filing for Q3 2023, filed 23 Oct 2023.