Tradewinds Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Tradewinds Capital Management’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 Q2	–	Sell	-1,028	Closed	-$14K	–	659
2022 Q1	$14K	Hold	1,028	–	–	﹤0.01%	430
2021 Q4	$16K	Hold	1,028	–	–	﹤0.01%	415
2021 Q3	$16K	Hold	1,028	–	–	﹤0.01%	396
2021 Q2	$16K	Hold	1,028	–	–	﹤0.01%	395
2021 Q1	$15K	Hold	1,028	–	–	﹤0.01%	390
2020 Q4	$16K	Sell	1,028 -3,900	-79%	-$56.8K	﹤0.01%	353
2020 Q3	$71K	Hold	4,928	–	–	0.02%	166
2020 Q2	$68K	Hold	4,928	–	–	0.02%	164
2020 Q1	$67K	Hold	4,928	–	–	0.02%	157
2019 Q4	$71K	Sell	4,928 -780	-14%	-$11.1K	0.02%	174
2019 Q3	$82K	Hold	5,708	–	–	0.03%	134
2019 Q2	$79K	Sell	5,708 -103,731	-95%	-$1.39M	0.03%	131
2019 Q1	$1.46M	Buy	109,439 +780	+0.7%	+$10.1K	0.54%	25
2018 Q4	$1.34M	Sell	108,659 -25,688	-19%	-$315K	0.66%	21
2018 Q3	$1.7M	Sell	134,347 -4,609	-3%	-$59.6K	0.65%	22
2018 Q2	$1.81M	Sell	138,956 -8,521	-6%	-$110K	0.76%	20
2018 Q1	$1.92M	Buy	147,477 +3,386	+2%	+$44.6K	0.86%	21
2017 Q4	$1.98M	Sell	144,091 -19,896	-12%	-$273K	0.97%	16
2017 Q3	$2.27M	Hold	163,987	–	–	1.16%	16
2017 Q2	$2.25M	Hold	163,987	–	–	1.18%	17
2017 Q1	$2.19M	Sell	163,987 -1,500	-0.9%	-$19.9K	1.38%	15
2016 Q4	$2.21M	Buy	165,487 +23,089	+16%	+$312K	1.46%	15
2016 Q3	$2.08M	Buy	142,398 +96,863	+213%	+$1.44M	1.46%	14
2016 Q2	$683K	Hold	45,535	–	–	0.49%	46
2016 Q1	$647K	Hold	45,535	–	–	0.44%	48
2015 Q4	$631K	Hold	45,535	–	–	0.46%	49
2015 Q3	$593K	Hold	45,535	–	–	0.46%	46
2015 Q2	$580K	Hold	45,535	–	–	0.41%	47
2015 Q1	$631K	Hold	45,535	–	–	0.47%	45
2014 Q4	$629K	Hold	45,535	–	–	0.45%	44
2014 Q3	$616K	Hold	45,535	–	–	0.47%	44
2014 Q2	$614K	Hold	45,535	–	–	0.47%	44
2014 Q1	$589K	Hold	45,535	–	–	0.48%	45
2013 Q4	$548K	Buy	+45,535	New	+$553K	0.45%	45

Other funds holding NEA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SIA

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tradewinds Capital Management's NEA Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2022, closing a stake of 1,028 shares — an estimated $14K sold.

Tradewinds Capital Management first reported a position in NEA in Q4 2013 and held it in 34 quarters. The position peaked at $2.27M in Q3 2017. 305 funds tracked by Wall St. Rank hold NEA as of Q2 2022.

Tradewinds Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 1,028 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $14K.
Tradewinds Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.27M in Q3 2017.
305 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.