Number of Shares
347,176.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
2.01%
Total Estimate Gain
$862,776.67
% of Total Estimate Gain
3.36%

Shaker Financial Services, LLC's Nuveen Core Equity Alpha Fund Holding Summary

As of 2025-03-31, Shaker Financial Services, LLC held 347,176.00 shares of Nuveen Core Equity Alpha Fund(JCE), totaling $5.16 Mil. This investment constitutes 2.01% of their stock portfolio, and Shaker Financial Services, LLC now holds 2.06% of the outstanding Nuveen Core Equity Alpha Fund(JCE) stock.

The initial trade took place in 2018Q2. And since then Shaker Financial Services, LLC has made 15 purchases of JCE, at an average price of $14.10, for a total of 1.82 Mil shares. In addition, there have been 13 sales at an average price of $14.37 for 1.47 Mil shares. Based on historical transaction data and JCE's current price of $15.44, Shaker Financial Services, LLC's estimated gain on his JCE holdings is $862,776.67, reflecting a 3.36% gain to date.

Shaker Financial Services, LLC JCE ($15.44) Holding Chart

Shaker Financial Services, LLC JCE ($15.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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