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

Cordasco Financial Network’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
2015
Q4 		– Sell
-19
Closed – – 288
2015
Q3 		$0 Hold
19
– – ﹤0.01% 291
2015
Q2 		$0 Hold
19
– – ﹤0.01% 300
2015
Q1 		$0 Sell
19
-1,186
-98% -$20.5K ﹤0.01% 297
2014
Q4 		$21K Hold
1,205
– – 0.02% 203
2014
Q3 		$21K Hold
1,205
– – 0.02% 207
2014
Q2 		$22K Hold
1,205
– – 0.02% 205
2014
Q1 		$21K Hold
1,205
– – 0.02% 204
2013
Q4 		$20K Buy
+1,205
New +$19.6K 0.01% 202

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Cordasco Financial Network's JCE Position: Q4 2015 in Review

Cordasco Financial Network sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2015, closing a stake of 19 shares.

Cordasco Financial Network first reported a position in JCE in Q4 2013 and held it in 8 quarters. The position peaked at $22K in Q2 2014. 37 funds tracked by Wall St. Rank hold JCE as of Q4 2015.

  • Cordasco Financial Network reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2015 after selling out during the quarter.
  • Cordasco Financial Network sold 19 Nuveen Core Equity Alpha Fund shares in Q4 2015.
  • Cordasco Financial Network first reported a position in Nuveen Core Equity Alpha Fund in Q4 2013 and held it in 8 quarters.
  • Cordasco Financial Network's Nuveen Core Equity Alpha Fund position peaked at $22K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2015.

Based on Cordasco Financial Network's 13F filing for Q4 2015, filed 29 Jan 2016.