Wealthspire Advisors (Maryland)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-13,761	Closed	-$198K	–	479
2019 Q4	$198K	Buy	+13,761	New	+$195K	0.01%	475
2019 Q1	–	Hold	0	–	–	–	746
2018 Q4	–	Hold	0	–	–	–	734
2018 Q3	–	Hold	0	–	–	–	828
2018 Q2	–	Hold	0	–	–	–	831
2018 Q1	–	Hold	0	–	–	–	724
2017 Q3	–	Hold	0	–	–	–	690
2017 Q2	–	Hold	0	–	–	–	692
2017 Q1	–	Hold	0	–	–	–	1011

Other funds holding NEA

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return