DA
JSN

Doliver Advisors’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Doliver Advisors’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-49,941
Closed -$602K – 366
2013
Q3 		$602K Buy
+49,941
New +$616K 0.37% 89

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GGPS
Gary Goldberg Planning Services Suffern, New York $238M AUM 11.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Doliver Advisors's JSN Position: Q4 2013 in Review

Doliver Advisors sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q4 2013, closing a stake of 49,941 shares — an estimated $602K sold.

Doliver Advisors first reported a position in JSN in Q3 2013 and held it in 1 quarter. The position peaked at $602K in Q3 2013. 58 funds tracked by Wall St. Rank hold JSN as of Q4 2013.

  • Doliver Advisors reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q4 2013 after selling out during the quarter.
  • Doliver Advisors sold 49,941 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q4 2013, an estimated $602K.
  • Doliver Advisors first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q3 2013 and held it in 1 quarter.
  • Doliver Advisors's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $602K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q4 2013.

Based on Doliver Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.