Advisornet Financial’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Advisornet Financial’s Portfolio JCE Stock Details JCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-330	Closed	-$6K	–	2011
2022 Q1	$6K	Buy	+330	New	+$5.4K	﹤0.01%	1573
2020 Q2	–	Sell	-2,000	Closed	-$21K	–	1849
2020 Q1	$21K	Sell	2,000 -5,200	-72%	-$70.2K	﹤0.01%	1056
2019 Q4	$105K	Sell	7,200 -1,000	-12%	-$14.4K	0.01%	665
2019 Q3	$118K	Buy	8,200 +600	+8%	+$8.45K	0.01%	628
2019 Q2	$107K	Buy	7,600 +6,300	+485%	+$87.2K	0.01%	591
2019 Q1	$18K	Buy	+1,300	New	+$17.4K	﹤0.01%	1022

Other funds holding JCE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisornet Financial's JCE Position: Q2 2022 in Review

Advisornet Financial sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2022, closing a stake of 330 shares — an estimated $6K sold.

Advisornet Financial first reported a position in JCE in Q1 2019 and held it in 6 quarters. The position peaked at $118K in Q3 2019. 41 funds tracked by Wall St. Rank hold JCE as of Q2 2022.

Advisornet Financial reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 330 Nuveen Core Equity Alpha Fund shares in Q2 2022, an estimated $6K.
Advisornet Financial first reported a position in Nuveen Core Equity Alpha Fund in Q1 2019 and held it in 6 quarters.
Advisornet Financial's Nuveen Core Equity Alpha Fund position peaked at $118K in Q3 2019.
41 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.