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Optimum Investment Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Optimum Investment 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
2014
Q3 		– Sell
-2,700
Closed -$49K – 942
2014
Q2 		$49K Buy
+2,700
New +$47.7K 0.02% 484

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's JCE Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2014, closing a stake of 2,700 shares — an estimated $49K sold.

Optimum Investment Advisors first reported a position in JCE in Q2 2014 and held it in 1 quarter. The position peaked at $49K in Q2 2014. 28 funds tracked by Wall St. Rank hold JCE as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,700 Nuveen Core Equity Alpha Fund shares in Q3 2014, an estimated $49K.
  • Optimum Investment Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's Nuveen Core Equity Alpha Fund position peaked at $49K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.