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

TCI Wealth 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 Q2	–	Sell	-195	Closed	-$2.17K	–	1482
2023 Q1	$2.17K	Buy	+195	New	+$2.18K	﹤0.01%	1949
2021 Q3	–	Sell	-202	Closed	-$3K	–	2504
2021 Q2	$3K	Buy	+202	New	+$3.07K	﹤0.01%	1804
2020 Q2	–	Sell	-683	Closed	-$9K	–	1604
2020 Q1	$9K	Buy	683 +392	+135%	+$5.58K	﹤0.01%	595
2019 Q4	$4K	Buy	+291	New	+$4.13K	﹤0.01%	932
2018 Q3	–	Sell	-1,500	Closed	-$20K	–	1533
2018 Q2	$20K	Buy	+1,500	New	+$19.4K	0.01%	485
2016 Q3	–	Sell	-590	Closed	-$9K	–	1386
2016 Q2	$9K	Hold	590	–	–	0.01%	602
2016 Q1	$8K	Hold	590	–	–	﹤0.01%	630
2015 Q4	$8K	Hold	590	–	–	﹤0.01%	633
2015 Q3	$8K	Hold	590	–	–	﹤0.01%	555
2015 Q2	$8K	Hold	590	–	–	﹤0.01%	560
2015 Q1	$8K	Hold	590	–	–	0.01%	493
2014 Q4	$8K	Hold	590	–	–	﹤0.01%	487
2014 Q3	$8K	Hold	590	–	–	0.01%	484
2014 Q2	$8K	Hold	590	–	–	﹤0.01%	503
2014 Q1	$8K	Hold	590	–	–	0.01%	458
2013 Q4	$7K	Buy	+590	New	+$7.16K	﹤0.01%	487

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

TCI Wealth Advisors's NEA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 195 shares — an estimated $2.17K sold.

TCI Wealth Advisors first reported a position in NEA in Q4 2013 and held it in 16 quarters. The position peaked at $20K in Q2 2018. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

TCI Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 195 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $2.17K.
TCI Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 16 quarters.
TCI Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $20K in Q2 2018.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.