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Wellspring Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wellspring Financial Advisors’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
2024
Q4 		– Sell
-50,747
Closed -$607K – 166
2024
Q3 		$607K Sell
50,747
-22,300
-31% -$259K 0.07% 73
2024
Q2 		$837K Buy
73,047
+18,000
+33% +$197K 0.11% 62
2024
Q1 		$609K Hold
55,047
– – 0.1% 64
2023
Q4 		$606K Buy
55,047
+13,900
+34% +$142K 0.15% 62
2023
Q3 		$398K Hold
41,147
– – 0.12% 70
2023
Q2 		$450K Hold
41,147
– – 0.13% 62
2023
Q1 		$458K Buy
41,147
+19,147
+87% +$214K 0.14% 66
2022
Q4 		$250K Buy
+22,000
New +$240K 0.08% 95
2021
Q2 		– Sell
-15,779
Closed -$214K – 112
2021
Q1 		$214K Buy
+15,779
New +$234K 0.1% 81
2020
Q2 		– Sell
-15,779
Closed -$214K – 96
2020
Q1 		$214K Buy
+15,779
New +$224K 0.1% 81

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
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellspring Financial Advisors's NEA Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 50,747 shares — an estimated $607K sold.

Wellspring Financial Advisors first reported a position in NEA in Q1 2020 and held it in 10 quarters. The position peaked at $837K in Q2 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 50,747 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $607K.
  • Wellspring Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 10 quarters.
  • Wellspring Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $837K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.