Shaker Financial Services, LLC JCE Holdings History
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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