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Gradient Investments’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-120
Closed -$2K – 1263
2021
Q4 		$2K Buy
+120
New +$2.06K ﹤0.01% 1069

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's JCE Position: Q1 2022 in Review

Gradient Investments sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2022, closing a stake of 120 shares — an estimated $2K sold.

Gradient Investments first reported a position in JCE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 38 funds tracked by Wall St. Rank hold JCE as of Q1 2022.

  • Gradient Investments reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 120 Nuveen Core Equity Alpha Fund shares in Q1 2022, an estimated $2K.
  • Gradient Investments first reported a position in Nuveen Core Equity Alpha Fund in Q4 2021 and held it in 1 quarter.
  • Gradient Investments's Nuveen Core Equity Alpha Fund position peaked at $2K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.