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Ground Swell Capital’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Buy
+200
New +$3.59K 0.01% 1736

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's JCE Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Nuveen Core Equity Alpha Fund (JCE) in Q3 2014: 200 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1736 among its holdings.

28 funds tracked by Wall St. Rank hold JCE as of Q3 2014.

  • Ground Swell Capital held 200 shares of Nuveen Core Equity Alpha Fund worth $3K as of Q3 2014.
  • Nuveen Core Equity Alpha Fund was a new Ground Swell Capital position in Q3 2014.
  • Nuveen Core Equity Alpha Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1736 holding.
  • 28 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.