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

Valeo 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
2021 Q2	–	Sell	-1,883	Closed	-$28K	–	1328
2021 Q1	$28K	Hold	1,883	–	–	﹤0.01%	1055
2020 Q4	$28K	Hold	1,883	–	–	﹤0.01%	940
2020 Q3	$27K	Hold	1,883	–	–	﹤0.01%	846
2020 Q2	$26K	Sell	1,883 -1,571	-45%	-$21.2K	﹤0.01%	965
2020 Q1	$48K	Hold	3,454	–	–	0.01%	618
2019 Q4	$50K	Hold	3,454	–	–	﹤0.01%	652
2019 Q3	$49K	Hold	3,454	–	–	0.01%	610
2019 Q2	$48K	Hold	3,454	–	–	0.01%	615
2019 Q1	$46K	Hold	3,454	–	–	0.01%	582
2018 Q4	$43K	Buy	3,454 +1,571	+83%	+$19.3K	0.01%	532
2018 Q3	$23K	Hold	1,883	–	–	﹤0.01%	738
2018 Q2	$24K	Buy	+1,883	New	+$24.3K	﹤0.01%	713

Other funds holding NEA

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

PPA

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

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

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

MSL

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

SIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's NEA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2021, closing a stake of 1,883 shares — an estimated $28K sold.

Valeo Financial Advisors first reported a position in NEA in Q2 2018 and held it in 12 quarters. The position peaked at $50K in Q4 2019. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2021.

Valeo Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,883 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $28K.
Valeo Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $50K in Q4 2019.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.