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TrueWealth LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-4,000
Closed -$58K – 769
2019
Q4 		$58K Buy
+4,000
New +$56.8K 0.02% 256

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PPA
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $2.99B AUM 3.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

TrueWealth LLC's NEA Position: Q1 2020 in Review

TrueWealth LLC sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2020, closing a stake of 4,000 shares — an estimated $58K sold.

TrueWealth LLC first reported a position in NEA in Q4 2019 and held it in 1 quarter. The position peaked at $58K in Q4 2019. 256 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

  • TrueWealth LLC reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 4,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $58K.
  • TrueWealth LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • TrueWealth LLC's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $58K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.