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

SVB Wealth’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
Q4 		– Sell
-10,560
Closed -$112K – 1077
2022
Q3 		$112K Sell
10,560
-4,000
-27% -$48.1K ﹤0.01% 909
2022
Q2 		$171K Sell
14,560
-2,500
-15% -$30.5K ﹤0.01% 693
2022
Q1 		$224K Sell
17,060
-4,973
-23% -$69.3K ﹤0.01% 666
2021
Q4 		$344K Buy
22,033
+1,123
+5% +$17.1K 0.01% 541
2021
Q3 		$318K Hold
20,910
– – ﹤0.01% 764
2021
Q2 		$328K Sell
20,910
-1,000
-5% -$15.2K ﹤0.01% 723
2021
Q1 		$325K Buy
21,910
+1,000
+5% +$14.8K ﹤0.01% 657
2020
Q4 		$316K Buy
20,910
+5,000
+31% +$72.9K ﹤0.01% 605
2020
Q3 		$228K Buy
+15,910
New +$228K ﹤0.01% 600

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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