Capital Investment Advisory Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-1,860	Closed	-$27K	–	917
2019 Q3	$27K	Hold	1,860	–	–	0.01%	727
2019 Q2	$27K	Buy	+1,860	New	+$25.7K	0.01%	703

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Investment Advisory Services's JCE Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2019, closing a stake of 1,860 shares — an estimated $27K sold.

Capital Investment Advisory Services first reported a position in JCE in Q2 2019 and held it in 2 quarters. The position peaked at $27K in Q3 2019. 38 funds tracked by Wall St. Rank hold JCE as of Q4 2019.

Capital Investment Advisory Services reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,860 Nuveen Core Equity Alpha Fund shares in Q4 2019, an estimated $27K.
Capital Investment Advisory Services first reported a position in Nuveen Core Equity Alpha Fund in Q2 2019 and held it in 2 quarters.
Capital Investment Advisory Services's Nuveen Core Equity Alpha Fund position peaked at $27K in Q3 2019.
38 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.