MIAN
JCE icon

Mariner Independent Advisor Network’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Mariner Independent Advisor Network’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
-18,000
Closed -$312K – 569
2022
Q1 		$312K Buy
+18,000
New +$294K 0.01% 479

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

Mariner Independent Advisor Network's JCE Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2022, closing a stake of 18,000 shares — an estimated $312K sold.

Mariner Independent Advisor Network first reported a position in JCE in Q1 2022 and held it in 1 quarter. The position peaked at $312K in Q1 2022. 41 funds tracked by Wall St. Rank hold JCE as of Q2 2022.

  • Mariner Independent Advisor Network reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 18,000 Nuveen Core Equity Alpha Fund shares in Q2 2022, an estimated $312K.
  • Mariner Independent Advisor Network first reported a position in Nuveen Core Equity Alpha Fund in Q1 2022 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Nuveen Core Equity Alpha Fund position peaked at $312K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.