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Sonora Investment Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Sonora Investment Management’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
2017
Q1 		– Sell
-700
Closed -$9.16K – 944
2016
Q4 		$9.16K Hold
700
– – ﹤0.01% 629
2016
Q3 		$9.61K Hold
700
– – ﹤0.01% 605
2016
Q2 		$9.65K Hold
700
– – ﹤0.01% 603
2016
Q1 		$9.34K Hold
700
– – ﹤0.01% 656
2015
Q4 		$10K Hold
700
– – ﹤0.01% 545
2015
Q3 		$11K Buy
+700
New +$10.9K ﹤0.01% 464

Other funds holding JCE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's JCE Position: Q1 2017 in Review

Sonora Investment Management sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2017, closing a stake of 700 shares — an estimated $9.16K sold.

Sonora Investment Management first reported a position in JCE in Q3 2015 and held it in 6 quarters. The position peaked at $11K in Q3 2015. 36 funds tracked by Wall St. Rank hold JCE as of Q1 2017.

  • Sonora Investment Management reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2017 after selling out during the quarter.
  • Sonora Investment Management sold 700 Nuveen Core Equity Alpha Fund shares in Q1 2017, an estimated $9.16K.
  • Sonora Investment Management first reported a position in Nuveen Core Equity Alpha Fund in Q3 2015 and held it in 6 quarters.
  • Sonora Investment Management's Nuveen Core Equity Alpha Fund position peaked at $11K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2017.

Based on Sonora Investment Management's 13F filing for Q1 2017, filed 21 Jul 2017.