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

Transform 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
2024
Q1 		– Sell
-63,584
Closed -$699K – 241
2023
Q4 		$699K Hold
63,584
– – 0.07% 148
2023
Q3 		$618K Sell
63,584
-58,032
-48% -$609K 0.07% 155
2023
Q2 		$1.33M Sell
121,616
-69,798
-36% -$763K 0.12% 123
2023
Q1 		$2.14M Buy
191,414
+134,192
+235% +$1.5M 0.2% 106
2022
Q4 		$651K Buy
57,222
+44,206
+340% +$482K 0.07% 132
2022
Q3 		$139K Buy
13,016
+2,620
+25% +$31.5K 0.02% 179
2022
Q2 		$123K Buy
+10,396
New +$127K 0.02% 195
2019
Q4 		– Sell
-11,378
Closed -$163K – 232
2019
Q3 		$163K Hold
11,378
– – 0.03% 205
2019
Q2 		$157K Hold
11,378
– – 0.02% 225
2019
Q1 		$152K Hold
11,378
– – 0.03% 157
2018
Q4 		$140K Buy
11,378
+98
+0.9% +$1.2K 0.03% 177
2018
Q3 		$143K Buy
11,280
+138
+1% +$1.78K 0.02% 186
2018
Q2 		$145K Buy
11,142
+149
+1% +$1.93K 0.03% 208
2018
Q1 		$143K Buy
10,993
+143
+1% +$1.89K 0.03% 229
2017
Q4 		$149K Buy
10,850
+92
+0.9% +$1.26K 0.03% 241
2017
Q3 		$149K Buy
+10,758
New +$149K 0.05% 204
2017
Q2 		– Sell
-13,877
Closed -$185K – 119
2017
Q1 		$185K Buy
13,877
+192
+1% +$2.55K 0.07% 202
2016
Q4 		$183K Buy
13,685
+96
+0.7% +$1.3K 0.07% 202
2016
Q3 		$198K Buy
+13,589
New +$202K 0.09% 194

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
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
BI
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Transform Wealth's NEA Position: Q1 2024 in Review

Transform Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 63,584 shares — an estimated $699K sold.

Transform Wealth first reported a position in NEA in Q3 2016 and held it in 19 quarters. The position peaked at $2.14M in Q1 2023. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • Transform Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 63,584 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $699K.
  • Transform Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and held it in 19 quarters.
  • Transform Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.14M in Q1 2023.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.