Kingsview Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Kingsview Wealth Management’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
2021 Q1	–	Sell	-18,544	Closed	-$261K	–	903
2020 Q4	$261K	Buy	+18,544	New	+$248K	0.02%	582
2020 Q3	–	Sell	-23,479	Closed	-$286K	–	676
2020 Q2	$286K	Buy	23,479 +10,201	+77%	+$122K	0.03%	452
2020 Q1	$142K	Buy	+13,278	New	+$179K	0.02%	440

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

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

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

RJA

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

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

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

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

SFS

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

Kingsview Wealth Management's JCE Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2021, closing a stake of 18,544 shares — an estimated $261K sold.

Kingsview Wealth Management first reported a position in JCE in Q1 2020 and held it in 3 quarters. The position peaked at $286K in Q2 2020. 38 funds tracked by Wall St. Rank hold JCE as of Q1 2021.

Kingsview Wealth Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 18,544 Nuveen Core Equity Alpha Fund shares in Q1 2021, an estimated $261K.
Kingsview Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q1 2020 and held it in 3 quarters.
Kingsview Wealth Management's Nuveen Core Equity Alpha Fund position peaked at $286K in Q2 2020.
38 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.