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UMB Bank’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

UMB Bank’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
Q4 		– Sell
-1,985
Closed -$23.8K – 2144
2024
Q3 		$23.8K Hold
1,985
– – ﹤0.01% 1147
2024
Q2 		$22.7K Sell
1,985
-1,112
-36% -$12.2K ﹤0.01% 1024
2024
Q1 		$34.3K Sell
3,097
-872
-22% -$9.57K ﹤0.01% 918
2023
Q4 		$43.7K Buy
+3,969
New +$40.5K ﹤0.01% 865
2022
Q4 		– Sell
-2,046
Closed -$22K – 1791
2022
Q3 		$22K Hold
2,046
– – ﹤0.01% 1080
2022
Q2 		$24K Hold
2,046
– – ﹤0.01% 1114
2022
Q1 		$27K Sell
2,046
-14,905
-88% -$208K ﹤0.01% 1155
2021
Q4 		$264K Buy
+16,951
New +$258K ﹤0.01% 609

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return