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West Paces Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

West Paces Advisors’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
2021
Q3 		– Sell
-325
Closed -$5.34K – 606
2021
Q2 		$5.34K Buy
+325
New +$5.22K ﹤0.01% 425

Other funds holding JCE

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Paces Advisors's JCE Position: Q3 2021 in Review

West Paces Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2021, closing a stake of 325 shares — an estimated $5.34K sold.

West Paces Advisors first reported a position in JCE in Q2 2021 and held it in 1 quarter. The position peaked at $5.34K in Q2 2021. 33 funds tracked by Wall St. Rank hold JCE as of Q3 2021.

  • West Paces Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2021 after selling out during the quarter.
  • West Paces Advisors sold 325 Nuveen Core Equity Alpha Fund shares in Q3 2021, an estimated $5.34K.
  • West Paces Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2021 and held it in 1 quarter.
  • West Paces Advisors's Nuveen Core Equity Alpha Fund position peaked at $5.34K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2021.

Based on West Paces Advisors's 13F filing for Q3 2021, filed 20 Dec 2023.