Wolff Financial Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wolff Financial 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
2023 Q2	–	Sell	-17,344	Closed	-$193K	–	73
2023 Q1	$193K	Buy	17,344 +175	+1%	+$1.95K	0.07%	99
2022 Q4	$195K	Sell	17,169 -28,453	-62%	-$310K	0.07%	96
2022 Q3	$483K	Buy	45,622 +586	+1%	+$7.04K	0.22%	64
2022 Q2	$529K	Buy	45,036 +572	+1%	+$6.97K	0.24%	62
2022 Q1	$584K	Buy	44,464 +529	+1%	+$7.37K	0.23%	61
2021 Q4	$685K	Buy	+43,935	New	+$669K	0.26%	56
2021 Q1	$629K	Buy	+42,462	New	+$629K	0.29%	56

Other funds holding NEA

KIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

SIA

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wolff Financial Management's NEA Position: Q2 2023 in Review

Wolff Financial Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 17,344 shares — an estimated $193K sold.

Wolff Financial Management first reported a position in NEA in Q1 2021 and held it in 7 quarters. The position peaked at $685K in Q4 2021. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

Wolff Financial Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Wolff Financial Management sold 17,344 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $193K.
Wolff Financial Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 7 quarters.
Wolff Financial Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $685K in Q4 2021.
290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Wolff Financial Management's 13F filing for Q2 2023, filed 18 Jul 2023.