WRM
JSN

Westport Resources Management’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Westport Resources Management’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,900
Closed -$37K – 1068
2014
Q2 		$37K Buy
+2,900
New +$37.1K 0.01% 607

Other funds holding JSN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Westport Resources Management's JSN Position: Q3 2014 in Review

Westport Resources Management sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q3 2014, closing a stake of 2,900 shares — an estimated $37K sold.

Westport Resources Management first reported a position in JSN in Q2 2014 and held it in 1 quarter. The position peaked at $37K in Q2 2014. 54 funds tracked by Wall St. Rank hold JSN as of Q3 2014.

  • Westport Resources Management reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q3 2014 after selling out during the quarter.
  • Westport Resources Management sold 2,900 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q3 2014, an estimated $37K.
  • Westport Resources Management first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2014 and held it in 1 quarter.
  • Westport Resources Management's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $37K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q3 2014.

Based on Westport Resources Management's 13F filing for Q3 2014, filed 29 Oct 2014.