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

WFG 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
2017 Q1	–	Sell	-1,028	Closed	-$14K	–	1608
2016 Q4	$14K	Buy	+1,028	New	+$13.9K	﹤0.01%	1025
2014 Q2	–	Sell	-32	Closed	–	–	2036
2014 Q1	$0	Hold	32	–	–	﹤0.01%	2146
2013 Q4	$0	Buy	32 +1	+3%	+$12	﹤0.01%	2280
2013 Q3	$0	Hold	31	–	–	﹤0.01%	2218
2013 Q2	$0	Buy	+31	New	+$431	﹤0.01%	2102

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

SIA

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

WFG Advisors's NEA Position: Q1 2017 in Review

WFG Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2017, closing a stake of 1,028 shares — an estimated $14K sold.

WFG Advisors first reported a position in NEA in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2016. 176 funds tracked by Wall St. Rank hold NEA as of Q1 2017.

WFG Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 1,028 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2017, an estimated $14K.
WFG Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 5 quarters.
WFG Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $14K in Q4 2016.
176 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.