BBPWM
JSN

Blue Bell Private Wealth Management’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,319
Closed -$68K – 447
2014
Q3 		$68K Buy
5,319
+4,550
+592% +$58.1K 0.04% 205
2014
Q2 		$10K Hold
769
– – 0.01% 360
2014
Q1 		$10K Hold
769
– – 0.01% 335
2013
Q4 		$10K Buy
+769
New +$9.49K 0.01% 355

Blue Bell Private Wealth Management's JSN Position: Q4 2014 in Review

Blue Bell Private Wealth Management sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q4 2014, closing a stake of 5,319 shares — an estimated $68K sold.

Blue Bell Private Wealth Management first reported a position in JSN in Q4 2013 and held it in 4 quarters. The position peaked at $68K in Q3 2014. 0 funds tracked by Wall St. Rank hold JSN as of Q4 2014.

  • Blue Bell Private Wealth Management reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q4 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 5,319 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q4 2014, an estimated $68K.
  • Blue Bell Private Wealth Management first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q4 2013 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $68K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q4 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.