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TWA
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
–
1535
2018
Q2
$20K
Buy
+1,500
New
+$19.4K
0.01%
485
2016
Q3
–
Sell
-590
Closed
-$9K
–
1387
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
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6.83%
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$1.66T AUM
25.57%
1-Year Est. Return
RCM
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$2B AUM
0.66%
1-Year Est. Return
BI
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$1.16B AUM
0.86%
1-Year Est. Return
SIA
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$4.93B AUM
12.22%
1-Year Est. Return
HWAM
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$3.5B AUM
41.95%
1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
29.08%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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