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Webster Bank’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Webster Bank’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
2017
Q2 		– Sell
-200
Closed -$3K – 561
2017
Q1 		$3K Hold
200
– – ﹤0.01% 551
2016
Q4 		$3K Buy
+200
New +$2.65K ﹤0.01% 563

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Webster Bank's JCE Position: Q2 2017 in Review

Webster Bank sold out of Nuveen Core Equity Alpha Fund (JCE) in Q2 2017, closing a stake of 200 shares — an estimated $3K sold.

Webster Bank first reported a position in JCE in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 35 funds tracked by Wall St. Rank hold JCE as of Q2 2017.

  • Webster Bank reported no remaining Nuveen Core Equity Alpha Fund position as of Q2 2017 after selling out during the quarter.
  • Webster Bank sold 200 Nuveen Core Equity Alpha Fund shares in Q2 2017, an estimated $3K.
  • Webster Bank first reported a position in Nuveen Core Equity Alpha Fund in Q4 2016 and held it in 2 quarters.
  • Webster Bank's Nuveen Core Equity Alpha Fund position peaked at $3K in Q1 2017.
  • 35 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2017.

Based on Webster Bank's 13F filing for Q2 2017, filed 12 Jul 2017.