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USCA RIA’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

USCA RIA’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
2016
Q2 		– Sell
-40,950
Closed -$558K – 378
2016
Q1 		$558K Sell
40,950
-33,175
-45% -$438K 0.1% 199
2015
Q4 		$1.06M Hold
74,125
– – 0.23% 134
2015
Q3 		$1.02M Buy
74,125
+41
+0.1% +$636 0.26% 116
2015
Q2 		$1.17M Sell
74,084
-31,758
-30% -$532K 0.31% 92
2015
Q1 		$1.81M Buy
105,842
+9,900
+10% +$172K 0.49% 52
2014
Q4 		$1.68M Buy
95,942
+42,720
+80% +$743K 0.46% 56
2014
Q3 		$914K Buy
+53,222
New +$955K 0.28% 102

Other funds holding JCE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCA RIA's JCE Position: Q2 2016 in Review

USCA RIA sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2016, closing a stake of 40,950 shares — an estimated $558K sold.

USCA RIA first reported a position in JCE in Q3 2014 and held it in 7 quarters. The position peaked at $1.81M in Q1 2015. 28 funds tracked by Wall St. Rank hold JCE as of Q2 2016.

  • USCA RIA reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2016 after selling out during the quarter.
  • USCA RIA sold 40,950 Nuveen Core Equity Alpha Fund shares in Q2 2016, an estimated $558K.
  • USCA RIA first reported a position in Nuveen Core Equity Alpha Fund in Q3 2014 and held it in 7 quarters.
  • USCA RIA's Nuveen Core Equity Alpha Fund position peaked at $1.81M in Q1 2015.
  • 28 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2016.

Based on USCA RIA's 13F filing for Q2 2016, filed 15 Aug 2016.