American Portfolios Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

American Portfolios Advisors’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 Q3	$9.97K	Buy	823 +24	+3%	+$344	﹤0.01%	2536
2022 Q2	$10.7K	Buy	799 +18	+2%	+$263	﹤0.01%	2543
2022 Q1	$13.7K	Hold	781	–	–	﹤0.01%	2554
2021 Q4	$14.5K	Buy	781 +53	+7%	+$908	﹤0.01%	2468
2021 Q3	$12.4K	Buy	728 +13	+2%	+$220	﹤0.01%	2473
2021 Q2	$11.7K	Buy	715 +15	+2%	+$241	﹤0.01%	2445
2021 Q1	$10.7K	Hold	700	–	–	﹤0.01%	2355
2020 Q4	$9.86K	Buy	700 +23	+3%	+$307	﹤0.01%	2113
2020 Q3	$8.67K	Buy	677 +12	+2%	+$154	﹤0.01%	2038
2020 Q2	$8.11K	Buy	665 +15	+2%	+$179	﹤0.01%	2015
2020 Q1	$6.97K	Hold	650	–	–	﹤0.01%	1959
2019 Q4	$9.5K	Hold	650	–	–	﹤0.01%	2018
2019 Q3	$9.31K	Hold	650	–	–	﹤0.01%	1951
2019 Q2	$9.13K	Hold	650	–	–	﹤0.01%	1932
2019 Q1	$9.14K	Hold	650	–	–	﹤0.01%	1864
2018 Q4	$7.82K	Hold	650	–	–	﹤0.01%	1717
2018 Q3	$10.1K	Hold	650	–	–	﹤0.01%	1754
2018 Q2	$9.51K	Hold	650	–	–	﹤0.01%	1738
2018 Q1	$9.49K	Hold	650	–	–	﹤0.01%	1651
2017 Q4	$9.49K	Buy	+650	New	+$10.2K	﹤0.01%	1585

Other funds holding JCE

RJA

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

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

AAM

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

SFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's JCE Position: Q3 2022 in Review

American Portfolios Advisors increased its Nuveen Core Equity Alpha Fund (JCE) stake by 3% in Q3 2022, buying an estimated $344 and bringing the position to 823 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

American Portfolios Advisors first reported a position in JCE in Q4 2017 and has held it in 20 quarters since. The position peaked at $14.5K in Q4 2021. 40 funds tracked by Wall St. Rank hold JCE as of Q3 2022.

American Portfolios Advisors held 823 shares of Nuveen Core Equity Alpha Fund worth $9.97K as of Q3 2022.
American Portfolios Advisors bought 24 Nuveen Core Equity Alpha Fund shares in Q3 2022, an estimated $344.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2536 holding.
American Portfolios Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Nuveen Core Equity Alpha Fund position peaked at $14.5K in Q4 2021.
40 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.