Allegis Investment Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Allegis Investment Advisors’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12,673	Closed	-$108K	–	265
2017 Q3	$108K	Hold	12,673	–	–	0.03%	252
2017 Q2	$109K	Hold	12,673	–	–	0.03%	265
2017 Q1	$110K	Sell	12,673 -745	-6%	-$6.58K	0.03%	256
2016 Q4	$119K	Sell	13,418 -1,458	-10%	-$12.4K	0.04%	237
2016 Q3	$126K	Hold	14,876	–	–	0.05%	214
2016 Q2	$119K	Sell	14,876 -4,696	-24%	-$37.4K	0.06%	186
2016 Q1	$155K	Buy	19,572 +1,327	+7%	+$10K	0.09%	179
2015 Q4	$143K	Buy	+18,245	New	+$143K	0.08%	181

Other funds holding JQC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Allegis Investment Advisors's JQC Position: Q4 2017 in Review

Allegis Investment Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2017, closing a stake of 12,673 shares — an estimated $108K sold.

Allegis Investment Advisors first reported a position in JQC in Q4 2015 and held it in 8 quarters. The position peaked at $155K in Q1 2016. 125 funds tracked by Wall St. Rank hold JQC as of Q4 2017.

Allegis Investment Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2017 after selling out during the quarter.
Allegis Investment Advisors sold 12,673 Nuveen Credit Strategies Income Fund shares in Q4 2017, an estimated $108K.
Allegis Investment Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q4 2015 and held it in 8 quarters.
Allegis Investment Advisors's Nuveen Credit Strategies Income Fund position peaked at $155K in Q1 2016.
125 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.