United Capital Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

United Capital Financial Advisors’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
2023 Q4	–	Sell	-97,150	Closed	-$940K	–	1103
2023 Q3	$940K	Sell	97,150 -10,054	-9%	-$106K	0.01%	528
2023 Q2	$1.17M	Buy	107,204 +363	+0.3%	+$3.97K	0.01%	519
2023 Q1	$1.19M	Sell	106,841 -36,873	-26%	-$412K	0.01%	536
2022 Q4	$1.63M	Sell	143,714 -4,800	-3%	-$52.4K	0.01%	519
2022 Q3	$1.57M	Sell	148,514 -5,232	-3%	-$62.9K	0.01%	513
2022 Q2	$1.81M	Sell	153,746 -4,580	-3%	-$55.8K	0.01%	513
2022 Q1	$2.08M	Sell	158,326 -614	-0.4%	-$8.56K	0.01%	506
2021 Q4	$2.48M	Hold	158,940	–	–	0.01%	492
2021 Q3	$2.41M	Sell	158,940 -4,000	-2%	-$63.2K	0.01%	488
2021 Q2	$2.56M	Hold	162,940	–	–	0.01%	493
2021 Q1	$2.42M	Buy	162,940 +5,686	+4%	+$84.2K	0.01%	470
2020 Q4	$2.38M	Sell	157,254 -76	-0%	-$1.11K	0.01%	473
2020 Q3	$2.26M	Sell	157,330 -9,008	-5%	-$129K	0.01%	473
2020 Q2	$2.31M	Buy	166,338 +12,498	+8%	+$169K	0.02%	487
2020 Q1	$2.08M	Sell	153,840 -7,083	-4%	-$101K	0.02%	484
2019 Q4	$2.31M	Sell	160,923 -14,974	-9%	-$213K	0.01%	574
2019 Q3	$2.52M	Buy	175,897 +44,442	+34%	+$630K	0.02%	540
2019 Q2	$1.81M	Hold	131,455	–	–	0.01%	648
2019 Q1	$1.76M	Hold	131,455	–	–	0.01%	624
2018 Q4	$1.62M	Hold	131,455	–	–	0.01%	606
2018 Q3	$1.66M	Buy	131,455 +30,336	+30%	+$392K	0.01%	650
2018 Q2	$1.32M	Sell	101,119 -2,433	-2%	-$31.4K	0.01%	694
2018 Q1	$1.35M	Buy	103,552 +10,269	+11%	+$135K	0.01%	696
2017 Q4	$1.28M	Buy	93,283 +39,752	+74%	+$545K	0.01%	721
2017 Q3	$741K	Sell	53,531 -3,109	-5%	-$43.2K	0.01%	856
2017 Q2	$775K	Hold	56,640	–	–	0.01%	829
2017 Q1	$757K	Sell	56,640 -245	-0.4%	-$3.25K	0.01%	819
2016 Q4	$759K	Sell	56,885 -9,148	-14%	-$124K	0.01%	818
2016 Q3	$964K	Buy	+66,033	New	+$983K	0.01%	781
2013 Q4	–	Sell	-10,310	Closed	-$129K	–	719
2013 Q3	$129K	Buy	10,310 +11	+0.1%	+$135	﹤0.01%	660
2013 Q2	$133K	Buy	+10,299	New	+$143K	﹤0.01%	671

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's NEA Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 97,150 shares — an estimated $940K sold.

United Capital Financial Advisors first reported a position in NEA in Q2 2013 and held it in 31 quarters. The position peaked at $2.56M in Q2 2021. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

United Capital Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 97,150 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $940K.
United Capital Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 31 quarters.
United Capital Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.56M in Q2 2021.
308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.