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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

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.