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Safeguard Investment Advisory Group’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-736
Closed -$10K – 406
2020
Q4 		$10K Buy
+736
New +$9.82K 0.01% 410

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Safeguard Investment Advisory Group's JCE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2021, closing a stake of 736 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in JCE in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 38 funds tracked by Wall St. Rank hold JCE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 736 Nuveen Core Equity Alpha Fund shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Nuveen Core Equity Alpha Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Nuveen Core Equity Alpha Fund position peaked at $10K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.