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Blue Bell Private Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Blue Bell Private 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
2024
Q2 		– Sell
-1,000
Closed -$5.57K – 728
2024
Q1 		$5.57K Sell
1,000
-1,000
-50% -$5.42K ﹤0.01% 564
2023
Q4 		$10.4K Buy
+2,000
New +$10.1K ﹤0.01% 490

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Pathstone Holdings
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Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Blue Bell Private Wealth Management's JQC Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2024, closing a stake of 1,000 shares — an estimated $5.57K sold.

Blue Bell Private Wealth Management first reported a position in JQC in Q4 2023 and held it in 2 quarters. The position peaked at $10.4K in Q4 2023. 144 funds tracked by Wall St. Rank hold JQC as of Q2 2024.

  • Blue Bell Private Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,000 Nuveen Credit Strategies Income Fund shares in Q2 2024, an estimated $5.57K.
  • Blue Bell Private Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2023 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $10.4K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.