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.