Ameriprise
JLA

Ameriprise’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

Ameriprise’s Portfolio JLA Stock Details JLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,318
Closed -$77K – 5709
2013
Q3 		$77K Sell
6,318
-752
-11% -$9.36K ﹤0.01% 3583
2013
Q2 		$87K Buy
+7,070
New +$89.2K ﹤0.01% 3433

Other funds holding JLA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ameriprise's JLA Position: Q4 2013 in Review

Ameriprise sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q4 2013, closing a stake of 6,318 shares — an estimated $77K sold.

Ameriprise first reported a position in JLA in Q2 2013 and held it in 2 quarters. The position peaked at $87K in Q2 2013. 43 funds tracked by Wall St. Rank hold JLA as of Q4 2013.

  • Ameriprise reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 6,318 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q4 2013, an estimated $77K.
  • Ameriprise first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q2 2013 and held it in 2 quarters.
  • Ameriprise's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $87K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.