Peterson Wealth Management Nuveen Amt Free Quality Municipal Income Fund Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$12.72 - $13.9 $137,604 - $150,370	-10,818 Closed	0 $0
Q1 2020 Apr 23, 2020	BUY	$11.23 - $15.04 $628 - $842	56 Added 0.52%	10,818 $146,000
Q4 2019 Jan 17, 2020	BUY	$14.0 - $14.38 $150,668 - $154,757	10,762 New	10,762 $155,000

Others Institutions Holding NEA

# of Institutions

326

Shares Held

89.1M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$171 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$114 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$78.7 Million
4.53% of portfolio
Mackay Shields LLC

4M
Shares

$46.2 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$44.4 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

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