GSC
JLA

Ground Swell Capital’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

Ground Swell Capital’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
Q3 		$6K Buy
445
+245
+123% +$3.27K 0.01% 1402
2014
Q2 		$3K Buy
+200
New +$2.63K 0.01% 1421

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Ground Swell Capital increased its NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) stake by 123% in Q3 2014, buying an estimated $3.27K and bringing the position to 445 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1402.

Ground Swell Capital first reported a position in JLA in Q2 2014 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold JLA as of Q3 2014.

  • Ground Swell Capital held 445 shares of NUVEEN EQUITY PREMIUM ADVANTAGE FUND worth $6K as of Q3 2014.
  • Ground Swell Capital bought 245 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q3 2014, an estimated $3.27K.
  • NUVEEN EQUITY PREMIUM ADVANTAGE FUND made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1402 holding.
  • Ground Swell Capital first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q2 2014 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q3 2014.

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