GSC
JSN

Ground Swell Capital’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Ground Swell Capital’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-388
Closed -$5K – 3191
2014
Q2 		$5K Buy
+388
New +$4.97K 0.01% 1147

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Ground Swell Capital sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q3 2014, closing a stake of 388 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in JSN in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 54 funds tracked by Wall St. Rank hold JSN as of Q3 2014.

  • Ground Swell Capital reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 388 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $5K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q3 2014.

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