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Ashton Thomas Securities’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-4,000
Closed -$61.5K – 766
2024
Q3 		$61.5K Buy
+4,000
New +$59.7K 0.01% 383

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ashton Thomas Securities's JCE Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2024, closing a stake of 4,000 shares — an estimated $61.5K sold.

Ashton Thomas Securities first reported a position in JCE in Q3 2024 and held it in 1 quarter. The position peaked at $61.5K in Q3 2024. 42 funds tracked by Wall St. Rank hold JCE as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 4,000 Nuveen Core Equity Alpha Fund shares in Q4 2024, an estimated $61.5K.
  • Ashton Thomas Securities first reported a position in Nuveen Core Equity Alpha Fund in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Nuveen Core Equity Alpha Fund position peaked at $61.5K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.