Allen Investment Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Allen Investment Management’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
2016 Q3	–	Sell	-18,171	Closed	-$147K	–	217
2016 Q2	$147K	Hold	18,171	–	–	0.01%	215
2016 Q1	$144K	Hold	18,171	–	–	0.01%	205
2015 Q4	$142K	Sell	18,171 -19,755	-52%	-$155K	0.01%	197
2015 Q3	$303K	Hold	37,926	–	–	0.03%	178
2015 Q2	$327K	Buy	+37,926	New	+$339K	0.03%	174

Other funds holding JQC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

RCA

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

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

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Allen Investment Management's JQC Position: Q3 2016 in Review

Allen Investment Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2016, closing a stake of 18,171 shares — an estimated $147K sold.

Allen Investment Management first reported a position in JQC in Q2 2015 and held it in 5 quarters. The position peaked at $327K in Q2 2015. 112 funds tracked by Wall St. Rank hold JQC as of Q3 2016.

Allen Investment Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2016 after selling out during the quarter.
Allen Investment Management sold 18,171 Nuveen Credit Strategies Income Fund shares in Q3 2016, an estimated $147K.
Allen Investment Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2015 and held it in 5 quarters.
Allen Investment Management's Nuveen Credit Strategies Income Fund position peaked at $327K in Q2 2015.
112 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2016.

Based on Allen Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.