M&T Bank
JLA

M&T Bank’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

M&T Bank’s Portfolio JLA Stock Details JLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$13K – 2416
2014
Q2 		$13K Hold
1,000
– – ﹤0.01% 906
2014
Q1 		$13K Hold
1,000
– – ﹤0.01% 901
2013
Q4 		$13K Buy
+1,000
New +$12.4K ﹤0.01% 881

Other funds holding JLA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

M&T Bank's JLA Position: Q3 2014 in Review

M&T Bank sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q3 2014, closing a stake of 1,000 shares — an estimated $13K sold.

M&T Bank first reported a position in JLA in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 48 funds tracked by Wall St. Rank hold JLA as of Q3 2014.

  • M&T Bank reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q3 2014 after selling out during the quarter.
  • M&T Bank sold 1,000 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q3 2014, an estimated $13K.
  • M&T Bank first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q4 2013 and held it in 3 quarters.
  • M&T Bank's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $13K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q3 2014.

Based on M&T Bank's 13F filing for Q3 2014, filed 14 Nov 2014.