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ZWJ Investment Counsel’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

ZWJ Investment Counsel’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
2017
Q2 		– Sell
-25,038
Closed -$335K – 313
2017
Q1 		$335K Buy
+25,038
New +$333K 0.03% 229

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

ZWJ Investment Counsel's NEA Position: Q2 2017 in Review

ZWJ Investment Counsel sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2017, closing a stake of 25,038 shares — an estimated $335K sold.

ZWJ Investment Counsel first reported a position in NEA in Q1 2017 and held it in 1 quarter. The position peaked at $335K in Q1 2017. 173 funds tracked by Wall St. Rank hold NEA as of Q2 2017.

  • ZWJ Investment Counsel reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
  • ZWJ Investment Counsel sold 25,038 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2017, an estimated $335K.
  • ZWJ Investment Counsel first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 1 quarter.
  • ZWJ Investment Counsel's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $335K in Q1 2017.
  • 173 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2017.

Based on ZWJ Investment Counsel's 13F filing for Q2 2017, filed 4 Aug 2017.