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Whitnell & Co’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-407
Closed -$5K – 336
2013
Q2 		$5K Buy
+407
New +$5.66K ﹤0.01% 340

Other funds holding NEA

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitnell & Co's NEA Position: Q3 2013 in Review

Whitnell & Co sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2013, closing a stake of 407 shares — an estimated $5K sold.

Whitnell & Co first reported a position in NEA in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 69 funds tracked by Wall St. Rank hold NEA as of Q3 2013.

  • Whitnell & Co reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 407 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2013, an estimated $5K.
  • Whitnell & Co first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.