Stifel Financial’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Stifel Financial’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
2022 Q3	–	Sell	-16,370	Closed	-$219K	–	3339
2022 Q2	$219K	Buy	+16,370	New	+$239K	﹤0.01%	2941
2021 Q3	–	Sell	-42,272	Closed	-$695K	–	3369
2021 Q2	$695K	Buy	42,272 +5	+0%	+$80	﹤0.01%	2375
2021 Q1	$643K	Buy	42,267 +2,677	+7%	+$38.7K	﹤0.01%	2322
2020 Q4	$557K	Buy	39,590 +1,142	+3%	+$15.2K	﹤0.01%	2254
2020 Q3	$492K	Buy	38,448 +19,632	+104%	+$251K	﹤0.01%	2106
2020 Q2	$230K	Buy	+18,816	New	+$224K	﹤0.01%	2516
2018 Q3	–	Sell	-11,158	Closed	-$162K	–	2792
2018 Q2	$162K	Sell	11,158 -13,292	-54%	-$198K	﹤0.01%	2583
2018 Q1	$357K	Buy	+24,450	New	+$364K	﹤0.01%	2152

Other funds holding JCE

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's JCE Position: Q3 2022 in Review

Stifel Financial sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2022, closing a stake of 16,370 shares — an estimated $219K sold.

Stifel Financial first reported a position in JCE in Q1 2018 and held it in 8 quarters. The position peaked at $695K in Q2 2021. 40 funds tracked by Wall St. Rank hold JCE as of Q3 2022.

Stifel Financial reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2022 after selling out during the quarter.
Stifel Financial sold 16,370 Nuveen Core Equity Alpha Fund shares in Q3 2022, an estimated $219K.
Stifel Financial first reported a position in Nuveen Core Equity Alpha Fund in Q1 2018 and held it in 8 quarters.
Stifel Financial's Nuveen Core Equity Alpha Fund position peaked at $695K in Q2 2021.
40 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.