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Meridian Wealth Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Meridian Wealth 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
2019
Q1 		– Sell
-5,000
Closed -$60K – 271
2018
Q4 		$60K Buy
+5,000
New +$67.4K 0.05% 227

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Meridian Wealth Advisors's JCE Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2019, closing a stake of 5,000 shares — an estimated $60K sold.

Meridian Wealth Advisors first reported a position in JCE in Q4 2018 and held it in 1 quarter. The position peaked at $60K in Q4 2018. 34 funds tracked by Wall St. Rank hold JCE as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 5,000 Nuveen Core Equity Alpha Fund shares in Q1 2019, an estimated $60K.
  • Meridian Wealth Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Nuveen Core Equity Alpha Fund position peaked at $60K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.