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

Clearstead 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
2022 Q3	–	Sell	-1,050	Closed	-$14K	–	1305
2022 Q2	$14K	Hold	1,050	–	–	﹤0.01%	871
2022 Q1	$18K	Hold	1,050	–	–	﹤0.01%	888
2021 Q4	$20K	Buy	+1,050	New	+$18K	﹤0.01%	832

Other funds holding JCE

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors's JCE Position: Q3 2022 in Review

Clearstead Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2022, closing a stake of 1,050 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in JCE in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 40 funds tracked by Wall St. Rank hold JCE as of Q3 2022.

Clearstead Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2022 after selling out during the quarter.
Clearstead Advisors sold 1,050 Nuveen Core Equity Alpha Fund shares in Q3 2022, an estimated $14K.
Clearstead Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2021 and held it in 3 quarters.
Clearstead Advisors's Nuveen Core Equity Alpha Fund position peaked at $20K in Q4 2021.
40 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.