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Signature Estate & Investment Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Signature Estate & 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
2016
Q1 		– Sell
-23,332
Closed -$333K – 127
2015
Q4 		$333K Buy
23,332
+279
+1% +$3.98K 0.06% 92
2015
Q3 		$318K Buy
+23,053
New +$358K 0.07% 81

Other funds holding JCE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Signature Estate & Investment Advisors's JCE Position: Q1 2016 in Review

Signature Estate & Investment Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2016, closing a stake of 23,332 shares — an estimated $333K sold.

Signature Estate & Investment Advisors first reported a position in JCE in Q3 2015 and held it in 2 quarters. The position peaked at $333K in Q4 2015. 38 funds tracked by Wall St. Rank hold JCE as of Q1 2016.

  • Signature Estate & Investment Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 23,332 Nuveen Core Equity Alpha Fund shares in Q1 2016, an estimated $333K.
  • Signature Estate & Investment Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q3 2015 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Nuveen Core Equity Alpha Fund position peaked at $333K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2016, filed 15 Apr 2016.