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Triangle Securities Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Triangle Securities Wealth 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
2020
Q2 		– Sell
-11,255
Closed -$152K – 163
2020
Q1 		$152K Buy
+11,255
New +$160K 0.09% 150

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KIM
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Wells Fargo
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Triangle Securities Wealth Management's NEA Position: Q2 2020 in Review

Triangle Securities Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2020, closing a stake of 11,255 shares — an estimated $152K sold.

Triangle Securities Wealth Management first reported a position in NEA in Q1 2020 and held it in 1 quarter. The position peaked at $152K in Q1 2020. 237 funds tracked by Wall St. Rank hold NEA as of Q2 2020.

  • Triangle Securities Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 11,255 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $152K.
  • Triangle Securities Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $152K in Q1 2020.
  • 237 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2020, filed 8 Jul 2020.