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Gilliland Jeter Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,244
Closed -$111K – 414
2024
Q3 		$111K Buy
7,244
+27
+0.4% +$403 0.04% 213
2024
Q2 		$108K Buy
7,217
+503
+7% +$7.09K 0.04% 207
2024
Q1 		$94.5K Buy
+6,714
New +$91.3K 0.03% 220

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gilliland Jeter Wealth Management's JCE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2024, closing a stake of 7,244 shares — an estimated $111K sold.

Gilliland Jeter Wealth Management first reported a position in JCE in Q1 2024 and held it in 3 quarters. The position peaked at $111K in Q3 2024. 42 funds tracked by Wall St. Rank hold JCE as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 7,244 Nuveen Core Equity Alpha Fund shares in Q4 2024, an estimated $111K.
  • Gilliland Jeter Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Nuveen Core Equity Alpha Fund position peaked at $111K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.