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

Ausdal Financial Partners’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
2020 Q1	–	Sell	-18,617	Closed	-$280K	–	323
2019 Q4	$280K	Sell	18,617 -1,252	-6%	-$18.1K	0.08%	258
2019 Q3	$285K	Hold	19,869	–	–	0.1%	239
2019 Q2	$278K	Buy	19,869 +192	+1%	+$2.66K	0.11%	222
2019 Q1	$277K	Buy	19,677 +4,168	+27%	+$55.9K	0.11%	210
2018 Q4	$187K	Sell	15,509 -42,273	-73%	-$570K	0.09%	226
2018 Q3	$901K	Sell	57,782 -41	-0.1%	-$632	0.25%	120
2018 Q2	$846K	Buy	57,823 +2,490	+5%	+$37.2K	0.26%	115
2018 Q1	$808K	Buy	55,333 +160	+0.3%	+$2.38K	0.28%	104
2017 Q4	$806K	Buy	55,173 +1,024	+2%	+$16.1K	0.29%	105
2017 Q3	$841K	Buy	54,149 +25	+0%	+$381	0.33%	82
2017 Q2	$793K	Sell	54,124 -819	-1%	-$11.8K	0.34%	81
2017 Q1	$765K	Sell	54,943 -973	-2%	-$13.4K	0.34%	75
2016 Q4	$731K	Buy	55,916 +1,525	+3%	+$20.2K	0.34%	78
2016 Q3	$747K	Sell	54,391 -184	-0.3%	-$2.62K	0.38%	72
2016 Q2	$753K	Sell	54,575 -3,908	-7%	-$53.2K	0.39%	73
2016 Q1	$797K	Sell	58,483 -4,542	-7%	-$60K	0.45%	65
2015 Q4	$899K	Buy	+63,025	New	+$899K	0.45%	53

Other funds holding JCE

AAM

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

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

SFS

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

RJA

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Ausdal Financial Partners's JCE Position: Q1 2020 in Review

Ausdal Financial Partners sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2020, closing a stake of 18,617 shares — an estimated $280K sold.

Ausdal Financial Partners first reported a position in JCE in Q4 2015 and held it in 17 quarters. The position peaked at $901K in Q3 2018. 41 funds tracked by Wall St. Rank hold JCE as of Q1 2020.

Ausdal Financial Partners reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2020 after selling out during the quarter.
Ausdal Financial Partners sold 18,617 Nuveen Core Equity Alpha Fund shares in Q1 2020, an estimated $280K.
Ausdal Financial Partners first reported a position in Nuveen Core Equity Alpha Fund in Q4 2015 and held it in 17 quarters.
Ausdal Financial Partners's Nuveen Core Equity Alpha Fund position peaked at $901K in Q3 2018.
41 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2020.

Based on Ausdal Financial Partners's 13F filing for Q1 2020, filed 4 May 2020.