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Heritage Wealth Management (Arizona)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-700
Closed -$11K – 917
2021
Q1 		$11K Buy
+700
New +$10.1K 0.01% 564

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Heritage Wealth Management (Arizona)'s JCE Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2021, closing a stake of 700 shares — an estimated $11K sold.

Heritage Wealth Management (Arizona) first reported a position in JCE in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 36 funds tracked by Wall St. Rank hold JCE as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 700 Nuveen Core Equity Alpha Fund shares in Q2 2021, an estimated $11K.
  • Heritage Wealth Management (Arizona) first reported a position in Nuveen Core Equity Alpha Fund in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Nuveen Core Equity Alpha Fund position peaked at $11K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.