Syverson Strege & Co’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-4,063	Closed	-$45.2K	–	416
2023 Q1	$45.2K	Buy	4,063 +7	+0.2%	+$78	0.02%	129
2022 Q4	$46.1K	Buy	4,056 +21	+0.5%	+$229	0.02%	131
2022 Q3	$43K	Buy	4,035 +16	+0.4%	+$192	0.02%	123
2022 Q2	$47K	Buy	4,019 +15	+0.4%	+$183	0.02%	131
2022 Q1	$53K	Sell	4,004 -2,473	-38%	-$34.5K	0.06%	120
2021 Q4	$101K	Buy	6,477 +17	+0.3%	+$259	0.07%	96
2021 Q3	$98K	Buy	6,460 +13	+0.2%	+$205	0.08%	98
2021 Q2	$101K	Buy	6,447 +13	+0.2%	+$198	0.09%	93
2021 Q1	$95K	Sell	6,434 -3,466	-35%	-$51.3K	0.1%	90
2020 Q4	$149K	Buy	+9,900	New	+$144K	0.14%	64

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

SIA

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Syverson Strege & Co's NEA Position: Q2 2023 in Review

Syverson Strege & Co sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 4,063 shares — an estimated $45.2K sold.

Syverson Strege & Co first reported a position in NEA in Q4 2020 and held it in 10 quarters. The position peaked at $149K in Q4 2020. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

Syverson Strege & Co reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 4,063 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $45.2K.
Syverson Strege & Co first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $149K in Q4 2020.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.