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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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.