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

Veritable’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
2022
Q4 		– Sell
-1,090,034
Closed -$11.6M – 884
2022
Q3 		$11.6M Sell
1,090,034
-860,379
-44% -$10.3M 0.22% 56
2022
Q2 		$22.9M Sell
1,950,413
-69,136
-3% -$842K 0.41% 27
2022
Q1 		$26.5M Sell
2,019,549
-221,551
-10% -$3.09M 0.41% 29
2021
Q4 		$35M Buy
2,241,100
+8,427
+0.4% +$128K 0.52% 23
2021
Q3 		$33.9M Sell
2,232,673
-45,964
-2% -$726K 0.55% 23
2021
Q2 		$35.8M Buy
2,278,637
+42,605
+2% +$648K 0.57% 23
2021
Q1 		$33.1M Buy
2,236,032
+388,303
+21% +$5.75M 0.56% 23
2020
Q4 		$27.9M Buy
1,847,729
+291,280
+19% +$4.25M 0.51% 26
2020
Q3 		$22.3M Buy
1,556,449
+229,317
+17% +$3.29M 0.45% 29
2020
Q2 		$18.4M Sell
1,327,132
-137,296
-9% -$1.86M 0.4% 31
2020
Q1 		$19.8M Buy
1,464,428
+3,740
+0.3% +$53.2K 0.48% 31
2019
Q4 		$21M Sell
1,460,688
-5,978
-0.4% -$84.9K 0.39% 35
2019
Q3 		$21M Sell
1,466,666
-59,105
-4% -$838K 0.41% 34
2019
Q2 		$21.1M Sell
1,525,771
-828
-0.1% -$11.1K 0.42% 32
2019
Q1 		$20.4M Hold
1,526,599
– – 0.41% 32
2018
Q4 		$18.8M Buy
+1,526,599
New +$18.7M 0.43% 31

Other funds holding NEA

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Veritable's NEA Position: Q4 2022 in Review

Veritable sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2022, closing a stake of 1,090,034 shares — an estimated $11.6M sold.

Veritable first reported a position in NEA in Q4 2018 and held it in 16 quarters. The position peaked at $35.8M in Q2 2021. 296 funds tracked by Wall St. Rank hold NEA as of Q4 2022.

  • Veritable reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Veritable sold 1,090,034 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $11.6M.
  • Veritable first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 16 quarters.
  • Veritable's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $35.8M in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Veritable's 13F filing for Q4 2022, filed 14 Feb 2023.