Winfield Associates’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-1,152	Closed	-$16K	–	452
2017 Q4	$16K	Hold	1,152	–	–	0.01%	348
2017 Q3	$16K	Hold	1,152	–	–	0.01%	338
2017 Q2	$16K	Hold	1,152	–	–	0.01%	328
2017 Q1	$15K	Hold	1,152	–	–	0.01%	317
2016 Q4	$15K	Hold	1,152	–	–	0.01%	305
2016 Q3	$17K	Hold	1,152	–	–	0.01%	273
2016 Q2	$17K	Buy	+1,152	New	+$16.9K	0.01%	266

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return