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Centaurus Financial’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-725
Closed -$11K – 1318
2018
Q2 		$11K Buy
+725
New +$10.8K ﹤0.01% 1518

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Centaurus Financial's JCE Position: Q3 2018 in Review

Centaurus Financial sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2018, closing a stake of 725 shares — an estimated $11K sold.

Centaurus Financial first reported a position in JCE in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 32 funds tracked by Wall St. Rank hold JCE as of Q3 2018.

  • Centaurus Financial reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 725 Nuveen Core Equity Alpha Fund shares in Q3 2018, an estimated $11K.
  • Centaurus Financial first reported a position in Nuveen Core Equity Alpha Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Nuveen Core Equity Alpha Fund position peaked at $11K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.