IFP Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

IFP Advisors’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
2023 Q2	–	Sell	-265	Closed	-$3.99K	–	3510
2023 Q1	$3.99K	Sell	265 -518	-66%	-$6.56K	﹤0.01%	2662
2022 Q4	$12K	Hold	783	–	–	﹤0.01%	3265
2022 Q3	$12K	Buy	+783	New	+$11.2K	﹤0.01%	3511
2018 Q4	–	Sell	-757	Closed	-$12K	–	3705
2018 Q3	$12K	Hold	757	–	–	﹤0.01%	2745
2018 Q2	$11K	Hold	757	–	–	﹤0.01%	2833
2018 Q1	$11K	Hold	757	–	–	﹤0.01%	2729
2017 Q4	$11K	Hold	757	–	–	﹤0.01%	2768
2017 Q3	$12K	Hold	757	–	–	﹤0.01%	2922
2017 Q2	$11K	Hold	757	–	–	﹤0.01%	2948
2017 Q1	$11K	Hold	757	–	–	﹤0.01%	2857
2016 Q4	$10K	Sell	757 -500	-40%	-$6.62K	﹤0.01%	2900
2016 Q3	$17K	Sell	1,257 -7,600	-86%	-$108K	﹤0.01%	2507
2016 Q2	$122K	Buy	+8,857	New	+$120K	0.01%	1227
2016 Q1	–	Sell	-8,100	Closed	-$116K	–	2895
2015 Q4	$116K	Buy	+8,100	New	+$116K	0.01%	1098

Other funds holding JCE

RJA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's JCE Position: Q2 2023 in Review

IFP Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2023, closing a stake of 265 shares — an estimated $3.99K sold.

IFP Advisors first reported a position in JCE in Q4 2015 and held it in 14 quarters. The position peaked at $122K in Q2 2016. 47 funds tracked by Wall St. Rank hold JCE as of Q2 2023.

IFP Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2023 after selling out during the quarter.
IFP Advisors sold 265 Nuveen Core Equity Alpha Fund shares in Q2 2023, an estimated $3.99K.
IFP Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2015 and held it in 14 quarters.
IFP Advisors's Nuveen Core Equity Alpha Fund position peaked at $122K in Q2 2016.
47 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.