S
NEA icon

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

Surevest’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
2022
Q3 		$35K Hold
3,335
– – 0.01% 205
2022
Q2 		$39K Hold
3,335
– – 0.01% 215
2022
Q1 		$44K Hold
3,335
– – 0.01% 193
2021
Q4 		$52K Buy
+3,335
New +$50.7K 0.01% 187

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Surevest's NEA Position: Q3 2022 in Review

Surevest held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2022 at 3,335 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #205.

Surevest first reported a position in NEA in Q4 2021 and has held it in 4 quarters since. The position peaked at $52K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

  • Surevest held 3,335 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $35K as of Q3 2022.
  • Surevest left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2022.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Surevest's portfolio in Q3 2022, its #205 holding.
  • Surevest first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $52K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.