IFC Holdings’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

IFC Holdings’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
2017 Q4	–	Sell	-25,015	Closed	-$388K	–	520
2017 Q3	$388K	Buy	25,015 +10,339	+70%	+$158K	0.03%	347
2017 Q2	$214K	Buy	14,676 +3,320	+29%	+$47.9K	0.02%	450
2017 Q1	$158K	Buy	+11,356	New	+$157K	0.01%	444

Other funds holding JCE

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Holdings's JCE Position: Q4 2017 in Review

IFC Holdings sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2017, closing a stake of 25,015 shares — an estimated $388K sold.

IFC Holdings first reported a position in JCE in Q1 2017 and held it in 3 quarters. The position peaked at $388K in Q3 2017. 33 funds tracked by Wall St. Rank hold JCE as of Q4 2017.

IFC Holdings reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2017 after selling out during the quarter.
IFC Holdings sold 25,015 Nuveen Core Equity Alpha Fund shares in Q4 2017, an estimated $388K.
IFC Holdings first reported a position in Nuveen Core Equity Alpha Fund in Q1 2017 and held it in 3 quarters.
IFC Holdings's Nuveen Core Equity Alpha Fund position peaked at $388K in Q3 2017.
33 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.