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

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

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return