Baystate Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Baystate Wealth Management’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 Q4	$6.94K	Buy	+511	New	+$6.56K	﹤0.01%	810

Other funds holding JCE

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Baystate Wealth Management's JCE Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q4 2023: 511 shares worth $6.94K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings.

46 funds tracked by Wall St. Rank hold JCE as of Q4 2023.

Baystate Wealth Management held 511 shares of Nuveen Core Equity Alpha Fund worth $6.94K as of Q4 2023.
Nuveen Core Equity Alpha Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #810 holding.
46 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.