SIS
JCE icon

Sound Income Strategies’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Sound Income Strategies’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
2018
Q3 		– Sell
-650
Closed -$10K – 770
2018
Q2 		$10K Buy
+650
New +$9.7K 0.01% 311

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Sound Income Strategies's JCE Position: Q3 2018 in Review

Sound Income Strategies sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2018, closing a stake of 650 shares — an estimated $10K sold.

Sound Income Strategies first reported a position in JCE in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 32 funds tracked by Wall St. Rank hold JCE as of Q3 2018.

  • Sound Income Strategies reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2018 after selling out during the quarter.
  • Sound Income Strategies sold 650 Nuveen Core Equity Alpha Fund shares in Q3 2018, an estimated $10K.
  • Sound Income Strategies first reported a position in Nuveen Core Equity Alpha Fund in Q2 2018 and held it in 1 quarter.
  • Sound Income Strategies's Nuveen Core Equity Alpha Fund position peaked at $10K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2018.

Based on Sound Income Strategies's 13F filing for Q3 2018, filed 1 Oct 2018.