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Wealthspire Advisors (Maryland)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-35
Closed -$1K – 2442
2018
Q2 		$1K Hold
35
– – ﹤0.01% 2317
2018
Q1 		$1K Buy
+35
New +$521 ﹤0.01% 2347

Other funds holding JCE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JCE Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2018, closing a stake of 35 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in JCE in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 32 funds tracked by Wall St. Rank hold JCE as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 Nuveen Core Equity Alpha Fund shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Core Equity Alpha Fund in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen Core Equity Alpha Fund position peaked at $1K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.