Creative Planning’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
– Sell
-4,048
Closed -$52K – 4560
2014
Q3
$52K Buy
4,048
+353
+10% +$4.5K ﹤0.01% 1905
2014
Q2
$47K Buy
3,695
+3,356
+990% +$43K ﹤0.01% 1920
2014
Q1
$4K Hold
339
– – ﹤0.01% 3229
2013
Q4
$4K Sell
339
-1,684
-83% -$20.8K ﹤0.01% 2967
2013
Q3
$24K Buy
2,023
+1,723
+574% +$21.2K ﹤0.01% 2004
2013
Q2
$4K Buy
+300
New +$3.79K ﹤0.01% 2672

Creative Planning's JSN Position: Q4 2014 in Review

Creative Planning sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q4 2014, closing a stake of 4,048 shares — an estimated $52K sold.

Creative Planning first reported a position in JSN in Q2 2013 and held it in 6 quarters. The position peaked at $52K in Q3 2014. 0 funds tracked by Wall St. Rank hold JSN as of Q4 2014.

  • Creative Planning reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 4,048 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q4 2014, an estimated $52K.
  • Creative Planning first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2013 and held it in 6 quarters.
  • Creative Planning's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $52K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q4 2014.

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