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

Wealth Quarterback’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
2023
Q4 		– Sell
-11,690
Closed -$113K – 123
2023
Q3 		$113K Buy
11,690
+113
+1% +$1.19K 0.1% 106
2023
Q2 		$127K Buy
11,577
+111
+1% +$1.21K 0.09% 118
2023
Q1 		$128K Buy
11,466
+71
+0.6% +$793 0.11% 114
2022
Q4 		$130K Buy
11,395
+194
+2% +$2.12K 0.11% 114
2022
Q3 		$119K Buy
11,201
+145
+1% +$1.74K 0.13% 99
2022
Q2 		$130K Buy
+11,056
New +$135K 0.1% 114
2021
Q3 		$162K Buy
10,660
+118
+1% +$1.86K 0.11% 123
2021
Q2 		$166K Buy
+10,542
New +$160K 0.1% 129
2020
Q4 		$156K Sell
10,338
-402
-4% -$5.86K 0.13% 104
2020
Q3 		$149K Hold
10,740
– – 0.14% 109
2020
Q2 		$149K Buy
10,740
+129
+1% +$1.74K 0.14% 109
2020
Q1 		$144K Buy
10,611
+77
+0.7% +$1.1K 0.13% 130
2019
Q4 		$151K Buy
+10,534
New +$150K 0.13% 128

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Quarterback's NEA Position: Q4 2023 in Review

Wealth Quarterback sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 11,690 shares — an estimated $113K sold.

Wealth Quarterback first reported a position in NEA in Q4 2019 and held it in 13 quarters. The position peaked at $166K in Q2 2021. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

  • Wealth Quarterback reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Quarterback sold 11,690 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $113K.
  • Wealth Quarterback first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 13 quarters.
  • Wealth Quarterback's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $166K in Q2 2021.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Wealth Quarterback's 13F filing for Q4 2023, filed 13 Feb 2024.