Wilbanks Smith & Thomas Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022 Q1	–	Sell	-19,844	Closed	-$310K	–	530
2021 Q4	$310K	Hold	19,844	–	–	0.01%	409
2021 Q3	$301K	Buy	+19,844	New	+$314K	0.01%	385
2018 Q4	–	Sell	-8,385	Closed	-$106K	–	969
2018 Q3	$106K	Buy	+8,385	New	+$108K	0.01%	532

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

PPA

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's NEA Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 19,844 shares — an estimated $310K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NEA in Q3 2018 and held it in 3 quarters. The position peaked at $310K in Q4 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 19,844 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $310K.
Wilbanks Smith & Thomas Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $310K in Q4 2021.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.