B. Riley Wealth Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

B. Riley Wealth 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
2023 Q3	–	Sell	-10,000	Closed	-$131K	–	1585
2023 Q2	$131K	Hold	10,000	–	–	﹤0.01%	1404
2023 Q1	$126K	Buy	+10,000	New	+$127K	﹤0.01%	1357
2014 Q3	–	Sell	-1,524	Closed	-$27.7K	–	1291
2014 Q2	$27.7K	Buy	+1,524	New	+$26.9K	0.01%	1312

Other funds holding JCE

RJA

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

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

SFS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's JCE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2023, closing a stake of 10,000 shares — an estimated $131K sold.

B. Riley Wealth Advisors first reported a position in JCE in Q2 2014 and held it in 3 quarters. The position peaked at $131K in Q2 2023. 44 funds tracked by Wall St. Rank hold JCE as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,000 Nuveen Core Equity Alpha Fund shares in Q3 2023, an estimated $131K.
B. Riley Wealth Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Nuveen Core Equity Alpha Fund position peaked at $131K in Q2 2023.
44 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.