TWA
JLA

TCI Wealth Advisors’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History

TCI Wealth Advisors’s Portfolio JLA Stock Details JLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,373
Closed -$18K – 944
2014
Q2 		$18K Buy
+1,373
New +$18.1K 0.01% 363

Other funds holding JLA

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

TCI Wealth Advisors's JLA Position: Q3 2014 in Review

TCI Wealth Advisors sold out of NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) in Q3 2014, closing a stake of 1,373 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in JLA in Q2 2014 and held it in 1 quarter. The position peaked at $18K in Q2 2014. 48 funds tracked by Wall St. Rank hold JLA as of Q3 2014.

  • TCI Wealth Advisors reported no remaining NUVEEN EQUITY PREMIUM ADVANTAGE FUND position as of Q3 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,373 NUVEEN EQUITY PREMIUM ADVANTAGE FUND shares in Q3 2014, an estimated $18K.
  • TCI Wealth Advisors first reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in Q2 2014 and held it in 1 quarter.
  • TCI Wealth Advisors's NUVEEN EQUITY PREMIUM ADVANTAGE FUND position peaked at $18K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM ADVANTAGE FUND as of Q3 2014.

Based on TCI Wealth Advisors's 13F filing for Q3 2014, filed 5 Nov 2014.