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

BT 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
2020 Q1	–	Sell	-19,223	Closed	-$147K	–	65
2019 Q4	$147K	Hold	19,223	–	–	0.07%	65
2019 Q3	$144K	Hold	19,223	–	–	0.08%	52
2019 Q2	$147K	Sell	19,223 -12,392	-39%	-$97.9K	0.09%	53
2019 Q1	$244K	Hold	31,615	–	–	0.14%	48
2018 Q4	$242K	Buy	+31,615	New	+$242K	0.1%	86

Other funds holding JQC

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

BT Wealth Management's JQC Position: Q1 2020 in Review

BT Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2020, closing a stake of 19,223 shares — an estimated $147K sold.

BT Wealth Management first reported a position in JQC in Q4 2018 and held it in 5 quarters. The position peaked at $244K in Q1 2019. 131 funds tracked by Wall St. Rank hold JQC as of Q1 2020.

BT Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2020 after selling out during the quarter.
BT Wealth Management sold 19,223 Nuveen Credit Strategies Income Fund shares in Q1 2020, an estimated $147K.
BT Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2018 and held it in 5 quarters.
BT Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $244K in Q1 2019.
131 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2020.

Based on BT Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.