Koshinski Asset Management
JCE icon

Koshinski Asset Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-5,260
Closed -$92.3K – 1325
2022
Q1 		$92.3K Hold
5,260
– – 0.01% 860
2021
Q4 		$97.7K Hold
5,260
– – 0.01% 870
2021
Q3 		$89.9K Buy
+5,260
New +$89K 0.01% 887

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management's JCE Position: Q2 2022 in Review

Koshinski Asset Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2022, closing a stake of 5,260 shares — an estimated $92.3K sold.

Koshinski Asset Management first reported a position in JCE in Q3 2021 and held it in 3 quarters. The position peaked at $97.7K in Q4 2021. 41 funds tracked by Wall St. Rank hold JCE as of Q2 2022.

  • Koshinski Asset Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 5,260 Nuveen Core Equity Alpha Fund shares in Q2 2022, an estimated $92.3K.
  • Koshinski Asset Management first reported a position in Nuveen Core Equity Alpha Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Nuveen Core Equity Alpha Fund position peaked at $97.7K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.