LPT
JSN

Legacy Private Trust’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Legacy Private Trust’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,340
Closed -$130K – 273
2014
Q1 		$130K Buy
+10,340
New +$130K 0.02% 206

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GGPS
Gary Goldberg Planning Services Suffern, New York $238M AUM 11.72% 1-Year Est. Return

Legacy Private Trust's JSN Position: Q2 2014 in Review

Legacy Private Trust sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q2 2014, closing a stake of 10,340 shares — an estimated $130K sold.

Legacy Private Trust first reported a position in JSN in Q1 2014 and held it in 1 quarter. The position peaked at $130K in Q1 2014. 59 funds tracked by Wall St. Rank hold JSN as of Q2 2014.

  • Legacy Private Trust reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q2 2014 after selling out during the quarter.
  • Legacy Private Trust sold 10,340 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q2 2014, an estimated $130K.
  • Legacy Private Trust first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q1 2014 and held it in 1 quarter.
  • Legacy Private Trust's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $130K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q2 2014.

Based on Legacy Private Trust's 13F filing for Q2 2014, filed 15 Jul 2014.