Creative Planning
JLA

Creative Planning’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

Creative Planning’s Portfolio JLA Stock Details JLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,500
Closed -$33K – 4557
2014
Q3 		$33K Sell
2,500
-591
-19% -$7.9K ﹤0.01% 2201
2014
Q2 		$41K Buy
3,091
+591
+24% +$7.78K ﹤0.01% 2013
2014
Q1 		$32K Hold
2,500
– – ﹤0.01% 2110
2013
Q4 		$32K Sell
2,500
-300
-11% -$3.73K ﹤0.01% 1917
2013
Q3 		$34K Buy
2,800
+300
+12% +$3.73K ﹤0.01% 1766
2013
Q2 		$31K Buy
+2,500
New +$31.5K ﹤0.01% 1669

Creative Planning's JLA Position: Q4 2014 in Review

Creative Planning sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q4 2014, closing a stake of 2,500 shares — an estimated $33K sold.

Creative Planning first reported a position in JLA in Q2 2013 and held it in 6 quarters. The position peaked at $41K in Q2 2014. 0 funds tracked by Wall St. Rank hold JLA as of Q4 2014.

  • Creative Planning reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 2,500 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q4 2014, an estimated $33K.
  • Creative Planning first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q2 2013 and held it in 6 quarters.
  • Creative Planning's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $41K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.