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Altavista Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Altavista Wealth 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
2021
Q4 		$532K Buy
81,950
+4,500
+6% +$29.2K 0.11% 119
2021
Q3 		$508K Buy
77,450
+5,200
+7% +$33.9K 0.11% 119
2021
Q2 		$488K Buy
+72,250
New +$478K 0.11% 122

Other funds holding JQC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Altavista Wealth Management's JQC Position: Q4 2021 in Review

Altavista Wealth Management increased its Nuveen Credit Strategies Income Fund (JQC) stake by 5.8% in Q4 2021, buying an estimated $29.2K and bringing the position to 81,950 shares worth $532K. The position accounts for 0.11% of the portfolio, ranked #119.

Altavista Wealth Management first reported a position in JQC in Q2 2021 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold JQC as of Q4 2021.

  • Altavista Wealth Management held 81,950 shares of Nuveen Credit Strategies Income Fund worth $532K as of Q4 2021.
  • Altavista Wealth Management bought 4,500 Nuveen Credit Strategies Income Fund shares in Q4 2021, an estimated $29.2K.
  • Nuveen Credit Strategies Income Fund made up 0.11% of Altavista Wealth Management's portfolio in Q4 2021, its #119 holding.
  • Altavista Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2021 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.