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Widmann Financial Services’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Widmann Financial Services’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
2024
Q3 		– Sell
-7,300
Closed -$110K – 120
2024
Q2 		$110K Buy
+7,300
New +$103K 0.09% 125
2022
Q1 		– Sell
-7,300
Closed -$135K – 267
2021
Q4 		$135K Buy
+7,300
New +$125K 0.11% 104

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Widmann Financial Services's JCE Position: Q3 2024 in Review

Widmann Financial Services sold out of Nuveen Core Equity Alpha Fund (JCE) in Q3 2024, closing a stake of 7,300 shares — an estimated $110K sold.

Widmann Financial Services first reported a position in JCE in Q4 2021 and held it in 2 quarters. The position peaked at $135K in Q4 2021. 48 funds tracked by Wall St. Rank hold JCE as of Q3 2024.

  • Widmann Financial Services reported no remaining Nuveen Core Equity Alpha Fund position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 7,300 Nuveen Core Equity Alpha Fund shares in Q3 2024, an estimated $110K.
  • Widmann Financial Services first reported a position in Nuveen Core Equity Alpha Fund in Q4 2021 and held it in 2 quarters.
  • Widmann Financial Services's Nuveen Core Equity Alpha Fund position peaked at $135K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.