EWM
JLA

Evercore Wealth Management’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-2,061
Closed -$26K – 946
2013
Q4 		$26K Buy
+2,061
New +$25.6K ﹤0.01% 652

Other funds holding JLA

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Evercore Wealth Management's JLA Position: Q1 2014 in Review

Evercore Wealth Management sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q1 2014, closing a stake of 2,061 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in JLA in Q4 2013 and held it in 1 quarter. The position peaked at $26K in Q4 2013. 40 funds tracked by Wall St. Rank hold JLA as of Q1 2014.

  • Evercore Wealth Management reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 2,061 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q1 2014, an estimated $26K.
  • Evercore Wealth Management first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q4 2013 and held it in 1 quarter.
  • Evercore Wealth Management's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $26K in Q4 2013.
  • 40 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.