IWC
JSN

Integrated Wealth Counsel’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-379
Closed -$5K – 214
2013
Q2 		$5K Buy
+379
New +$4.79K ﹤0.01% 175

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Integrated Wealth Counsel's JSN Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q3 2013, closing a stake of 379 shares — an estimated $5K sold.

Integrated Wealth Counsel first reported a position in JSN in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 57 funds tracked by Wall St. Rank hold JSN as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 379 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q3 2013, an estimated $5K.
  • Integrated Wealth Counsel first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $5K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.