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MUFG Americas’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

MUFG Americas’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
2014
Q2 		– Sell
-11,758
Closed -$206K – 1183
2014
Q1 		$206K Buy
11,758
+422
+4% +$7.24K 0.01% 484
2013
Q4 		$192K Buy
+11,336
New +$185K 0.01% 488
2013
Q3 		– Sell
-951
Closed -$14K – 1312
2013
Q2 		$14K Buy
+951
New +$14.6K ﹤0.01% 1359

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

MUFG Americas's JCE Position: Q2 2014 in Review

MUFG Americas sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2014, closing a stake of 11,758 shares — an estimated $206K sold.

MUFG Americas first reported a position in JCE in Q2 2013 and held it in 3 quarters. The position peaked at $206K in Q1 2014. 29 funds tracked by Wall St. Rank hold JCE as of Q2 2014.

  • MUFG Americas reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2014 after selling out during the quarter.
  • MUFG Americas sold 11,758 Nuveen Core Equity Alpha Fund shares in Q2 2014, an estimated $206K.
  • MUFG Americas first reported a position in Nuveen Core Equity Alpha Fund in Q2 2013 and held it in 3 quarters.
  • MUFG Americas's Nuveen Core Equity Alpha Fund position peaked at $206K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2014.

Based on MUFG Americas's 13F filing for Q2 2014, filed 5 Aug 2014.