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

Viridian RIA’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
Q1 		– Sell
-20,000
Closed -$279K – 77
2021
Q4 		$312K Buy
+20,000
New +$304K 0.07% 78
2021
Q2 		– Hold
0
– – – 74
2021
Q1 		– Sell
-10,000
Closed -$148K – 70
2020
Q4 		$151K Buy
+10,000
New +$146K 0.04% 67

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viridian RIA's NEA Position: Q1 2022 in Review

Viridian RIA sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 20,000 shares — an estimated $279K sold.

Viridian RIA first reported a position in NEA in Q4 2020 and held it in 2 quarters. The position peaked at $312K in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

  • Viridian RIA reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 20,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $279K.
  • Viridian RIA first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 2 quarters.
  • Viridian RIA's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $312K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.