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

Washington Trust’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
2025 Q1	–	Sell	-5,523	Closed	-$62.3K	–	827
2024 Q4	$62.3K	Buy	5,523 +3,023	+121%	+$35.2K	﹤0.01%	409
2024 Q3	$29.9K	Hold	2,500	–	–	﹤0.01%	523
2024 Q2	$28.6K	Hold	2,500	–	–	﹤0.01%	528
2024 Q1	$27.7K	Hold	2,500	–	–	﹤0.01%	535
2023 Q4	$27.5K	Hold	2,500	–	–	﹤0.01%	509
2023 Q3	$24.2K	Hold	2,500	–	–	﹤0.01%	510
2023 Q2	$27.3K	Hold	2,500	–	–	﹤0.01%	511
2023 Q1	$27.8K	Hold	2,500	–	–	﹤0.01%	511
2022 Q4	$28.4K	Hold	2,500	–	–	﹤0.01%	499
2022 Q3	$27K	Sell	2,500 -457	-15%	-$5.49K	﹤0.01%	495
2022 Q2	$34K	Hold	2,957	–	–	﹤0.01%	465
2022 Q1	$39K	Hold	2,957	–	–	﹤0.01%	466
2021 Q4	$46K	Hold	2,957	–	–	﹤0.01%	454
2021 Q3	$45K	Hold	2,957	–	–	﹤0.01%	545
2021 Q2	$46K	Hold	2,957	–	–	﹤0.01%	542
2021 Q1	$44K	Hold	2,957	–	–	﹤0.01%	527
2020 Q4	$45K	Hold	2,957	–	–	﹤0.01%	506
2020 Q3	$43K	Hold	2,957	–	–	﹤0.01%	469
2020 Q2	$41K	Hold	2,957	–	–	﹤0.01%	428
2020 Q1	$40K	Buy	+2,957	New	+$42.1K	﹤0.01%	422
2018 Q3	–	Sell	-2,500	Closed	-$33K	–	601
2018 Q2	$33K	Buy	+2,500	New	+$32.3K	﹤0.01%	483

Other funds holding NEA

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Washington Trust's NEA Position: Q1 2025 in Review

Washington Trust sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 5,523 shares — an estimated $62.3K sold.

Washington Trust first reported a position in NEA in Q2 2018 and held it in 21 quarters. The position peaked at $62.3K in Q4 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Washington Trust reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 5,523 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $62.3K.
Washington Trust first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 21 quarters.
Washington Trust's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $62.3K in Q4 2024.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.