tru Independence’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-2,499	Closed	-$39K	–	293
2021 Q2	$39K	Buy	+2,499	New	+$38K	0.01%	240
2021 Q1	–	Sell	-2,450	Closed	-$37	–	558
2020 Q4	$37	Buy	+2,450	New	+$35.7K	﹤0.01%	505
2020 Q3	–	Sell	-3,987	Closed	-$55K	–	661
2020 Q2	$55K	Hold	3,987	–	–	0.01%	362
2020 Q1	$54K	Hold	3,987	–	–	0.01%	295
2019 Q4	$54K	Buy	+3,987	New	+$56.6K	0.01%	365

Other funds holding NEA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

tru Independence's NEA Position: Q3 2021 in Review

tru Independence sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2021, closing a stake of 2,499 shares — an estimated $39K sold.

tru Independence first reported a position in NEA in Q4 2019 and held it in 5 quarters. The position peaked at $55K in Q2 2020. 288 funds tracked by Wall St. Rank hold NEA as of Q3 2021.

tru Independence reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
tru Independence sold 2,499 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $39K.
tru Independence first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 5 quarters.
tru Independence's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $55K in Q2 2020.
288 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.