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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

KIM
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NEA Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2020, closing a stake of 13,761 shares — an estimated $198K sold.

Wealthspire Advisors (Maryland) first reported a position in NEA in Q4 2019 and held it in 1 quarter. The position peaked at $198K in Q4 2019. 255 funds tracked by Wall St. Rank hold NEA as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,761 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $198K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $198K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.