Shaker Financial Services’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-69,121
Closed -$903K 170
2014
Q3
$903K Buy
69,121
+47,929
+226% +$641K 0.58% 60
2014
Q2
$282K Sell
21,192
-96,846
-82% -$1.27M 0.17% 120
2014
Q1
$1.5M Buy
118,038
+86,918
+279% +$1.11M 0.98% 38
2013
Q4
$393K Buy
+31,120
New +$386K 0.27% 104

Shaker Financial Services's JLA Position: Q4 2014 in Review

Shaker Financial Services sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q4 2014, closing a stake of 69,121 shares — an estimated $903K sold.

Shaker Financial Services first reported a position in JLA in Q4 2013 and held it in 4 quarters. The position peaked at $1.5M in Q1 2014. 0 funds tracked by Wall St. Rank hold JLA as of Q4 2014.

  • Shaker Financial Services reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q4 2014 after selling out during the quarter.
  • Shaker Financial Services sold 69,121 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q4 2014, an estimated $903K.
  • Shaker Financial Services first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q4 2013 and held it in 4 quarters.
  • Shaker Financial Services's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $1.5M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q4 2014.

Based on Shaker Financial Services's 13F filing for Q4 2014, filed 10 Feb 2015.