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Significant Wealth Partners’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-213,691
Closed -$2.9M – 169
2023
Q4 		$2.9M Buy
+213,691
New +$2.74M 2.11% 11

Other funds holding JCE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Significant Wealth Partners's JCE Position: Q1 2024 in Review

Significant Wealth Partners sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2024, closing a stake of 213,691 shares — an estimated $2.9M sold.

Significant Wealth Partners first reported a position in JCE in Q4 2023 and held it in 1 quarter. The position peaked at $2.9M in Q4 2023. 49 funds tracked by Wall St. Rank hold JCE as of Q1 2024.

  • Significant Wealth Partners reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 213,691 Nuveen Core Equity Alpha Fund shares in Q1 2024, an estimated $2.9M.
  • Significant Wealth Partners first reported a position in Nuveen Core Equity Alpha Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Nuveen Core Equity Alpha Fund position peaked at $2.9M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.