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Cetera Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Cetera 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
2024
Q1 		$267K Hold
18,943
– – ﹤0.01% 2017
2023
Q4 		$257K Hold
18,943
– – ﹤0.01% 1510
2023
Q3 		$235K Sell
18,943
-457
-2% -$5.84K ﹤0.01% 1455
2023
Q2 		$248K Sell
19,400
-2,000
-9% -$24.6K ﹤0.01% 1400
2023
Q1 		$264K Sell
21,400
-5,050
-19% -$64K ﹤0.01% 1348
2022
Q4 		$358K Hold
26,450
– – 0.01% 1140
2022
Q3 		$321K Hold
26,450
– – 0.01% 950
2022
Q2 		$353K Buy
26,450
+325
+1% +$4.75K 0.01% 982
2022
Q1 		$458K Hold
26,125
– – 0.01% 926
2021
Q4 		$485K Buy
26,125
+50
+0.2% +$857 0.01% 896
2021
Q3 		$446K Hold
26,075
– – 0.01% 919
2021
Q2 		$429K Buy
26,075
+1,530
+6% +$24.6K 0.01% 887
2021
Q1 		$373K Buy
24,545
+2,900
+13% +$41.9K 0.01% 860
2020
Q4 		$305K Buy
21,645
+700
+3% +$9.35K 0.01% 824
2020
Q3 		$268K Hold
20,945
– – 0.01% 780
2020
Q2 		$256K Hold
20,945
– – 0.01% 757
2020
Q1 		$225K Sell
20,945
-849
-4% -$11.5K 0.01% 689
2019
Q4 		$317K Sell
21,794
-4,195
-16% -$60.5K 0.01% 698
2019
Q3 		$373K Sell
25,989
-629
-2% -$8.86K 0.02% 634
2019
Q2 		$373K Buy
26,618
+1,603
+6% +$22.2K 0.02% 637
2019
Q1 		$351K Sell
25,015
-2,516
-9% -$33.7K 0.02% 592
2018
Q4 		$332K Sell
27,531
-3,000
-10% -$40.4K 0.02% 603
2018
Q3 		$477K Buy
30,531
+2,516
+9% +$38.8K 0.02% 581
2018
Q2 		$409K Buy
+28,015
New +$418K 0.02% 569
2018
Q1 		– Sell
-25,679
Closed -$374K – 830
2017
Q4 		$374K Buy
+25,679
New +$403K 0.02% 523

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's JCE Position: Q1 2024 in Review

Cetera Advisors held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q1 2024 at 18,943 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Cetera Advisors first reported a position in JCE in Q4 2017 and has held it in 25 quarters since. The position peaked at $485K in Q4 2021. 49 funds tracked by Wall St. Rank hold JCE as of Q1 2024.

  • Cetera Advisors held 18,943 shares of Nuveen Core Equity Alpha Fund worth $267K as of Q1 2024.
  • Cetera Advisors left its Nuveen Core Equity Alpha Fund share count unchanged in Q1 2024.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2017 holding.
  • Cetera Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2017 and has held it in 25 quarters since.
  • Cetera Advisors's Nuveen Core Equity Alpha Fund position peaked at $485K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.