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Walled Lake Planning & Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Walled Lake Planning & Wealth Management’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
Q1 		– Sell
-386
Closed -$6K – 358
2020
Q4 		$6K Sell
386
-374
-49% -$5.45K ﹤0.01% 239
2020
Q3 		$11K Buy
760
+9
+1% +$129 0.01% 209
2020
Q2 		$10K Buy
751
+9
+1% +$122 0.01% 200
2020
Q1 		$10K Buy
+742
New +$10.6K 0.01% 186

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NEA Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 386 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in NEA in Q1 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 386 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $11K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.