Burt Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-2,058	Closed	-$16K	–	493
2016 Q1	$16K	Hold	2,058	–	–	0.01%	274
2015 Q4	$16K	Sell	2,058 -1,032	-33%	-$8.11K	0.01%	231
2015 Q3	$24K	Hold	3,090	–	–	0.03%	168
2015 Q2	$27K	Hold	3,090	–	–	0.03%	180
2015 Q1	$28K	Buy	+3,090	New	+$27.6K	0.03%	168

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

FIMG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burt Wealth Advisors's JQC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2016, closing a stake of 2,058 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in JQC in Q1 2015 and held it in 5 quarters. The position peaked at $28K in Q1 2015. 115 funds tracked by Wall St. Rank hold JQC as of Q2 2016.

Burt Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 2,058 Nuveen Credit Strategies Income Fund shares in Q2 2016, an estimated $16K.
Burt Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q1 2015 and held it in 5 quarters.
Burt Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $28K in Q1 2015.
115 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.