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CIA
Capital Investment Advisors’s
Nuveen Core Equity Alpha Fund
JCE
Stock Holding History
Capital Investment 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
2026
Q1
$1.72M
Hold
116,571
–
–
0.03%
260
2025
Q4
$1.86M
Sell
116,571
-8,500
-7%
-$134K
0.03%
243
2025
Q3
$1.97M
Sell
125,071
-2,350
-2%
-$36.6K
0.03%
237
2025
Q2
$1.98M
Sell
127,421
-5,450
-4%
-$79.3K
0.04%
225
2025
Q1
$1.94M
Sell
132,871
-11,773
-8%
-$182K
0.04%
217
2024
Q4
$2.3M
Sell
144,644
-6,630
-4%
-$103K
0.05%
195
2024
Q3
$2.33M
Buy
151,274
+1,324
+0.9%
+$19.7K
0.05%
193
2024
Q2
$2.25M
Buy
149,950
+6,407
+4%
+$90.4K
0.05%
185
2024
Q1
$2.02M
Buy
143,543
+18,350
+15%
+$250K
0.05%
192
2023
Q4
$1.7M
Buy
125,193
+26,733
+27%
+$343K
0.04%
211
2023
Q3
$1.22M
Buy
98,460
+40,960
+71%
+$524K
0.03%
234
2023
Q2
$734K
Buy
57,500
+35,250
+158%
+$433K
0.02%
280
2023
Q1
$274K
Buy
+22,250
New
+$282K
0.01%
455
Other funds holding JCE
SFS
Shaker Financial Services
Arlington, Virginia
$287M AUM
1.83%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
RPGNY
Retirement Planning Group (New York)
Malta, New York
$155M AUM
18.02%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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