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 $3.48B AUM 10.49% 1-Year Est. Return

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

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

MSL

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

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

SIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UMB Bank's NEA Position: Q4 2024 in Review

UMB Bank sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 1,985 shares — an estimated $23.8K sold.

UMB Bank first reported a position in NEA in Q4 2021 and held it in 8 quarters. The position peaked at $264K in Q4 2021. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

UMB Bank reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 1,985 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $23.8K.
UMB Bank first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 8 quarters.
UMB Bank's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $264K in Q4 2021.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.