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Caldwell Trust’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-815
Closed -$4.76K – 748
2020
Q2 		$4.76K Hold
815
– – ﹤0.01% 695
2020
Q1 		$4.62K Hold
815
– – ﹤0.01% 706
2019
Q4 		$6.25K Buy
+815
New +$6.05K ﹤0.01% 724

Other funds holding JQC

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Caldwell Trust's JQC Position: Q3 2020 in Review

Caldwell Trust sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2020, closing a stake of 815 shares — an estimated $4.76K sold.

Caldwell Trust first reported a position in JQC in Q4 2019 and held it in 3 quarters. The position peaked at $6.25K in Q4 2019. 129 funds tracked by Wall St. Rank hold JQC as of Q3 2020.

  • Caldwell Trust reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 815 Nuveen Credit Strategies Income Fund shares in Q3 2020, an estimated $4.76K.
  • Caldwell Trust first reported a position in Nuveen Credit Strategies Income Fund in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Nuveen Credit Strategies Income Fund position peaked at $6.25K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.