Advocacy Wealth Management Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-400
Closed -$5K 425
2016
Q1
$5K Hold
400
﹤0.01% 417
2015
Q4
$6K Buy
+400
New +$5.71K 0.01% 402

Other funds holding JCE

Advocacy Wealth Management Services's JCE Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2016, closing a stake of 400 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in JCE in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 28 funds tracked by Wall St. Rank hold JCE as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 400 Nuveen Core Equity Alpha Fund shares in Q2 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Nuveen Core Equity Alpha Fund in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Nuveen Core Equity Alpha Fund position peaked at $6K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.