OFG
JSN

OTA Financial Group’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

OTA Financial Group’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$494K Buy
+39,290
New +$494K 0.47% 37

Other funds holding JSN

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GGPS
Gary Goldberg Planning Services Suffern, New York $238M AUM 11.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OTA Financial Group's JSN Position: Q1 2014 in Review

OTA Financial Group opened a new position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q1 2014: 39,290 shares worth $494K. The stake represents 0.47% of the portfolio and ranks #37 among its holdings.

65 funds tracked by Wall St. Rank hold JSN as of Q1 2014.

  • OTA Financial Group held 39,290 shares of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND worth $494K as of Q1 2014.
  • NUVEEN EQUITY PREMIUM OPPORTUNITY FUND was a new OTA Financial Group position in Q1 2014.
  • NUVEEN EQUITY PREMIUM OPPORTUNITY FUND made up 0.47% of OTA Financial Group's portfolio in Q1 2014, its #37 holding.
  • 65 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.