Janney Montgomery Scott’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-11,669	Closed	-$158K	–	2640
2022 Q4	$158K	Sell	11,669 -106	-0.9%	-$1.45K	﹤0.01%	2417
2022 Q3	$143K	Sell	11,775 -299	-2%	-$4.29K	﹤0.01%	2354
2022 Q2	$159K	Buy	+12,074	New	+$176K	﹤0.01%	2182
2020 Q4	–	Sell	-12,775	Closed	-$164K	–	2248
2020 Q3	$164K	Buy	+12,775	New	+$164K	﹤0.01%	1947
2016 Q2	–	Sell	-13,496	Closed	-$184K	–	940
2016 Q1	$184K	Sell	13,496 -1,000	-7%	-$13.2K	﹤0.01%	1161
2015 Q4	$207K	Buy	14,496 +1,402	+11%	+$20K	0.01%	1216
2015 Q3	$180K	Buy	13,094 +2,134	+19%	+$33.1K	0.01%	1274
2015 Q2	$174K	Buy	10,960 +358	+3%	+$6K	﹤0.01%	1844
2015 Q1	$182K	Hold	10,602	–	–	﹤0.01%	2139
2014 Q4	$185K	Buy	+10,602	New	+$184K	﹤0.01%	2051

Other funds holding JCE

RJA

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Janney Montgomery Scott's JCE Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2023, closing a stake of 11,669 shares — an estimated $158K sold.

Janney Montgomery Scott first reported a position in JCE in Q4 2014 and held it in 10 quarters. The position peaked at $207K in Q4 2015. 44 funds tracked by Wall St. Rank hold JCE as of Q1 2023.

Janney Montgomery Scott reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 11,669 Nuveen Core Equity Alpha Fund shares in Q1 2023, an estimated $158K.
Janney Montgomery Scott first reported a position in Nuveen Core Equity Alpha Fund in Q4 2014 and held it in 10 quarters.
Janney Montgomery Scott's Nuveen Core Equity Alpha Fund position peaked at $207K in Q4 2015.
44 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.