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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

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

PPA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

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

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

Winfield Associates's NEA Position: Q1 2018 in Review

Winfield Associates sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2018, closing a stake of 1,152 shares — an estimated $16K sold.

Winfield Associates first reported a position in NEA in Q2 2016 and held it in 7 quarters. The position peaked at $17K in Q3 2016. 197 funds tracked by Wall St. Rank hold NEA as of Q1 2018.

Winfield Associates reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 1,152 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $16K.
Winfield Associates first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 7 quarters.
Winfield Associates's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $17K in Q3 2016.
197 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.