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

WealthShield Partners’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 Q3	–	Sell	-11,285	Closed	-$133K	–	306
2022 Q2	$133K	Sell	11,285 -4,040	-26%	-$49.2K	0.03%	285
2022 Q1	$202K	Sell	15,325 -3,398	-18%	-$47.4K	0.03%	317
2021 Q4	$292K	Buy	18,723 +2,370	+14%	+$36.1K	0.05%	236
2021 Q3	$249K	Hold	16,353	–	–	0.07%	203
2021 Q2	$257K	Buy	16,353 +6,245	+62%	+$95K	0.04%	224
2021 Q1	$150K	Sell	10,108 -8,229	-45%	-$122K	0.03%	289
2020 Q4	$277K	Hold	18,337	–	–	0.05%	244
2020 Q3	$263K	Hold	18,337	–	–	0.09%	209
2020 Q2	$255K	Hold	18,337	–	–	0.12%	165
2020 Q1	$248K	Buy	18,337 +5,388	+42%	+$76.7K	0.15%	131
2019 Q4	$186K	Buy	+12,949	New	+$184K	0.09%	180

Other funds holding NEA

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

MSL

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

WealthShield Partners's NEA Position: Q3 2022 in Review

WealthShield Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2022, closing a stake of 11,285 shares — an estimated $133K sold.

WealthShield Partners first reported a position in NEA in Q4 2019 and held it in 11 quarters. The position peaked at $292K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q3 2022.

WealthShield Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
WealthShield Partners sold 11,285 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $133K.
WealthShield Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 11 quarters.
WealthShield Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $292K in Q4 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on WealthShield Partners's 13F filing for Q3 2022, filed 4 Nov 2022.