Carolinas Wealth Consulting’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Carolinas Wealth Consulting’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
2021 Q3	–	Sell	-20,063	Closed	-$137K	–	964
2021 Q2	$137K	Sell	20,063 -11,000	-35%	-$72.8K	0.03%	223
2021 Q1	$204K	Hold	31,063	–	–	0.05%	161
2020 Q4	$197K	Hold	31,063	–	–	0.05%	152
2020 Q3	$186K	Buy	+31,063	New	+$186K	0.06%	136

Other funds holding JQC

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

OHA

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

RCM

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

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

PCM

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Carolinas Wealth Consulting's JQC Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2021, closing a stake of 20,063 shares — an estimated $137K sold.

Carolinas Wealth Consulting first reported a position in JQC in Q3 2020 and held it in 4 quarters. The position peaked at $204K in Q1 2021. 129 funds tracked by Wall St. Rank hold JQC as of Q3 2021.

Carolinas Wealth Consulting reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 20,063 Nuveen Credit Strategies Income Fund shares in Q3 2021, an estimated $137K.
Carolinas Wealth Consulting first reported a position in Nuveen Credit Strategies Income Fund in Q3 2020 and held it in 4 quarters.
Carolinas Wealth Consulting's Nuveen Credit Strategies Income Fund position peaked at $204K in Q1 2021.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.