Mercer Global Advisors
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Mercer Global Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Mercer Global Advisors’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
2024
Q2 		– Sell
-12,072
Closed -$170K – 2005
2024
Q1 		$170K Hold
12,072
– – ﹤0.01% 1811
2023
Q4 		$164K Hold
12,072
– – ﹤0.01% 1868
2023
Q3 		$150K Hold
12,072
– – ﹤0.01% 1805
2023
Q2 		$154K Hold
12,072
– – ﹤0.01% 1773
2023
Q1 		$149K Hold
12,072
– – ﹤0.01% 1776
2022
Q4 		$163K Buy
12,072
+846
+8% +$11.5K ﹤0.01% 1747
2022
Q3 		$136K Sell
11,226
-139
-1% -$1.99K ﹤0.01% 1682
2022
Q2 		$152K Buy
11,365
+139
+1% +$2.03K ﹤0.01% 1676
2022
Q1 		$197K Sell
11,226
-846
-7% -$13.8K ﹤0.01% 1737
2021
Q4 		$224K Hold
12,072
– – ﹤0.01% 1601
2021
Q3 		$206K Hold
12,072
– – ﹤0.01% 1608
2021
Q2 		$198K Sell
12,072
-5,669
-32% -$91K ﹤0.01% 1572
2021
Q1 		$270K Sell
17,741
-3,509
-17% -$50.8K ﹤0.01% 1361
2020
Q4 		$299K Sell
21,250
-5,668
-21% -$75.7K ﹤0.01% 1068
2020
Q3 		$345K Sell
26,918
-38,597
-59% -$494K 0.01% 904
2020
Q2 		$799K Sell
65,515
-66,223
-50% -$790K 0.01% 535
2020
Q1 		$1.41M Buy
131,738
+9,076
+7% +$123K 0.03% 384
2019
Q4 		$1.79M Buy
+122,662
New +$1.77M 0.04% 370

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors's JCE Position: Q2 2024 in Review

Mercer Global Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2024, closing a stake of 12,072 shares — an estimated $170K sold.

Mercer Global Advisors first reported a position in JCE in Q4 2019 and held it in 18 quarters. The position peaked at $1.79M in Q4 2019. 46 funds tracked by Wall St. Rank hold JCE as of Q2 2024.

  • Mercer Global Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 12,072 Nuveen Core Equity Alpha Fund shares in Q2 2024, an estimated $170K.
  • Mercer Global Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2019 and held it in 18 quarters.
  • Mercer Global Advisors's Nuveen Core Equity Alpha Fund position peaked at $1.79M in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.