SSG
JSN

Summit Securities Group’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Summit Securities Group’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$13K – 872
2014
Q2 		$13K Buy
+1,000
New +$12.8K ﹤0.01% 391

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Summit Securities Group's JSN Position: Q3 2014 in Review

Summit Securities Group sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q3 2014, closing a stake of 1,000 shares — an estimated $13K sold.

Summit Securities Group first reported a position in JSN in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 54 funds tracked by Wall St. Rank hold JSN as of Q3 2014.

  • Summit Securities Group reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 1,000 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q3 2014, an estimated $13K.
  • Summit Securities Group first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $13K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.