Lavaca Capital’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Lavaca Capital’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
2020 Q2	–	Sell	-16,600	Closed	-$178K	–	89
2020 Q1	$178K	Hold	16,600	–	–	0.17%	75
2019 Q4	$243K	Hold	16,600	–	–	0.19%	74
2019 Q3	$238K	Hold	16,600	–	–	0.18%	77
2019 Q2	$233K	Hold	16,600	–	–	0.18%	82
2019 Q1	$233K	Hold	16,600	–	–	0.2%	64
2018 Q4	$200K	Buy	+16,600	New	+$224K	0.2%	60

Other funds holding JCE

AAM

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

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

RJA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SFS

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

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

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

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

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

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

Lavaca Capital's JCE Position: Q2 2020 in Review

Lavaca Capital sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2020, closing a stake of 16,600 shares — an estimated $178K sold.

Lavaca Capital first reported a position in JCE in Q4 2018 and held it in 6 quarters. The position peaked at $243K in Q4 2019. 37 funds tracked by Wall St. Rank hold JCE as of Q2 2020.

Lavaca Capital reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2020 after selling out during the quarter.
Lavaca Capital sold 16,600 Nuveen Core Equity Alpha Fund shares in Q2 2020, an estimated $178K.
Lavaca Capital first reported a position in Nuveen Core Equity Alpha Fund in Q4 2018 and held it in 6 quarters.
Lavaca Capital's Nuveen Core Equity Alpha Fund position peaked at $243K in Q4 2019.
37 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2020.

Based on Lavaca Capital's 13F filing for Q2 2020, filed 11 Aug 2020.