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

Clear Perspective 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
2017
Q3 		– Sell
-1,663
Closed -$24K – 496
2017
Q2 		$24K Buy
+1,663
New +$24K 0.02% 277

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Clear Perspective Advisors's JCE Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2017, closing a stake of 1,663 shares — an estimated $24K sold.

Clear Perspective Advisors first reported a position in JCE in Q2 2017 and held it in 1 quarter. The position peaked at $24K in Q2 2017. 36 funds tracked by Wall St. Rank hold JCE as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,663 Nuveen Core Equity Alpha Fund shares in Q3 2017, an estimated $24K.
  • Clear Perspective Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Nuveen Core Equity Alpha Fund position peaked at $24K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.