Winslow Evans & Crocker’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$34K	Hold	2,263	–	–	0.01%	679
2020 Q3	$32K	Hold	2,263	–	–	0.01%	540
2020 Q2	$31K	Sell	2,263 -1	-0%	-$14	0.01%	534
2020 Q1	$32K	Hold	2,264	–	–	0.01%	508
2019 Q4	$34K	Hold	2,264	–	–	0.01%	574
2019 Q3	$34K	Hold	2,264	–	–	0.01%	567
2019 Q2	$32K	Hold	2,264	–	–	0.01%	596
2019 Q1	$32K	Hold	2,264	–	–	0.01%	583
2018 Q4	$28K	Sell	2,264 -4,036	-64%	-$49.5K	0.01%	569
2018 Q3	$80K	Hold	6,300	–	–	0.02%	406
2018 Q2	$82K	Hold	6,300	–	–	0.03%	406
2018 Q1	$81.9K	Hold	6,300	–	–	0.03%	388
2017 Q4	$86.6K	Hold	6,300	–	–	0.03%	395
2017 Q3	$87.2K	Buy	6,300 +1	+0%	+$14	0.03%	383
2017 Q2	$86.2K	Sell	6,299 -8,001	-56%	-$109K	0.02%	457
2017 Q1	$191K	Hold	14,300	–	–	0.06%	301
2016 Q4	$191K	Sell	14,300 -924	-6%	-$12.5K	0.06%	295
2016 Q3	$222K	Buy	+15,224	New	+$227K	0.06%	286

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

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

PPA

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

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

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

SIA

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

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

MSL

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

Winslow Evans & Crocker's NEA Position: Q4 2020 in Review

Winslow Evans & Crocker held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q4 2020 at 2,263 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #679.

Winslow Evans & Crocker first reported a position in NEA in Q3 2016 and has held it in 18 quarters since. The position peaked at $222K in Q3 2016. 281 funds tracked by Wall St. Rank hold NEA as of Q4 2020.

Winslow Evans & Crocker held 2,263 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $34K as of Q4 2020.
Winslow Evans & Crocker left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q4 2020.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #679 holding.
Winslow Evans & Crocker first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 18 quarters since.
Winslow Evans & Crocker's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $222K in Q3 2016.
281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.