Gary Goldberg Planning Services’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
-133,595
Closed -$1.7M 512
2014
Q3
$1.7M Sell
133,595
-4,935
-4% -$63K 0.71% 36
2014
Q2
$1.78M Sell
138,530
-10,330
-7% -$132K 0.78% 33
2014
Q1
$1.87M Sell
148,860
-7,553
-5% -$94.9K 0.91% 31
2013
Q4
$1.98M Sell
156,413
-18,399
-11% -$227K 1.15% 24
2013
Q3
$2.11M Sell
174,812
-18,914
-10% -$233K 1.28% 21
2013
Q2
$2.39M Buy
+193,726
New +$2.45M 1.53% 22

Gary Goldberg Planning Services's JSN Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q4 2014, closing a stake of 133,595 shares — an estimated $1.7M sold.

Gary Goldberg Planning Services first reported a position in JSN in Q2 2013 and held it in 6 quarters. The position peaked at $2.39M in Q2 2013. 0 funds tracked by Wall St. Rank hold JSN as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 133,595 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q4 2014, an estimated $1.7M.
  • Gary Goldberg Planning Services first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $2.39M in Q2 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.