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

Truvestments Capital’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	-16,146	Closed	-$232K	–	535
2019 Q4	$232K	Sell	16,146 -2,500	-13%	-$35.5K	0.16%	128
2019 Q3	$267K	Sell	18,646 -250	-1%	-$3.54K	0.17%	114
2019 Q2	$261K	Hold	18,896	–	–	0.18%	117
2019 Q1	$252K	Buy	+18,896	New	+$246K	0.19%	99
2018 Q3	$478K	Hold	37,777	–	–	0.23%	107
2018 Q2	$491K	Buy	+37,777	New	+$488K	0.31%	96

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

SIA

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

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

MSL

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Truvestments Capital's NEA Position: Q1 2020 in Review

Truvestments Capital sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2020, closing a stake of 16,146 shares — an estimated $232K sold.

Truvestments Capital first reported a position in NEA in Q2 2018 and held it in 6 quarters. The position peaked at $491K in Q2 2018. 255 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

Truvestments Capital reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
Truvestments Capital sold 16,146 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $232K.
Truvestments Capital first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 6 quarters.
Truvestments Capital's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $491K in Q2 2018.
255 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Truvestments Capital's 13F filing for Q1 2020, filed 7 May 2020.