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Stifel Nicolaus & Co’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$232K Hold
14,930
– – ﹤0.01% 1283
2013
Q2 		$224K Buy
+14,930
New +$229K ﹤0.01% 1226

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Stifel Nicolaus & Co's JCE Position: Q3 2013 in Review

Stifel Nicolaus & Co held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q3 2013 at 14,930 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Stifel Nicolaus & Co first reported a position in JCE in Q2 2013 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold JCE as of Q3 2013.

  • Stifel Nicolaus & Co held 14,930 shares of Nuveen Core Equity Alpha Fund worth $232K as of Q3 2013.
  • Stifel Nicolaus & Co left its Nuveen Core Equity Alpha Fund share count unchanged in Q3 2013.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1283 holding.
  • Stifel Nicolaus & Co first reported a position in Nuveen Core Equity Alpha Fund in Q2 2013 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.