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

WFG 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
2015 Q1	–	Sell	-650	Closed	-$11K	–	1924
2014 Q4	$11K	Sell	650 -660	-50%	-$11.5K	﹤0.01%	1419
2014 Q3	$22K	Buy	1,310 +195	+17%	+$3.5K	﹤0.01%	1243
2014 Q2	$20K	Hold	1,115	–	–	﹤0.01%	1274
2014 Q1	$20K	Hold	1,115	–	–	﹤0.01%	1247
2013 Q4	$19K	Hold	1,115	–	–	﹤0.01%	1364
2013 Q3	$17K	Hold	1,115	–	–	﹤0.01%	1334
2013 Q2	$17K	Buy	+1,115	New	+$17.1K	﹤0.01%	1270

Other funds holding JCE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's JCE Position: Q1 2015 in Review

WFG Advisors sold out of Nuveen Core Equity Alpha Fund (JCE) in Q1 2015, closing a stake of 650 shares — an estimated $11K sold.

WFG Advisors first reported a position in JCE in Q2 2013 and held it in 7 quarters. The position peaked at $22K in Q3 2014. 31 funds tracked by Wall St. Rank hold JCE as of Q1 2015.

WFG Advisors reported no remaining Nuveen Core Equity Alpha Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 650 Nuveen Core Equity Alpha Fund shares in Q1 2015, an estimated $11K.
WFG Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Nuveen Core Equity Alpha Fund position peaked at $22K in Q3 2014.
31 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.