Carroll Financial Associates’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Carroll Financial Associates’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 Q4	$0	Hold	15	–	–	﹤0.01%	1783
2021 Q3	$0	Sell	15 -3,000	-100%	-$19.6K	﹤0.01%	1849
2021 Q2	$20K	Buy	+3,015	New	+$19.9K	﹤0.01%	1095
2019 Q2	–	Sell	-352	Closed	-$2K	–	1635
2019 Q1	$2K	Hold	352	–	–	﹤0.01%	1249
2018 Q4	$2K	Hold	352	–	–	﹤0.01%	1177
2018 Q3	$2K	Hold	352	–	–	﹤0.01%	1194
2018 Q2	$2K	Hold	352	–	–	﹤0.01%	1162
2018 Q1	$2K	Hold	352	–	–	﹤0.01%	1145
2017 Q4	$2K	Buy	+352	New	+$2.91K	﹤0.01%	1129
2014 Q1	–	Sell	-490	Closed	-$4K	–	900
2013 Q4	$4K	Hold	490	–	–	﹤0.01%	642
2013 Q3	$4K	Hold	490	–	–	﹤0.01%	631
2013 Q2	$4K	Buy	+490	New	+$5.02K	﹤0.01%	510

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

OHA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Carroll Financial Associates's JQC Position: Q4 2021 in Review

Carroll Financial Associates held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q4 2021 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Carroll Financial Associates first reported a position in JQC in Q2 2013 and has held it in 12 quarters since. The position peaked at $20K in Q2 2021. 145 funds tracked by Wall St. Rank hold JQC as of Q4 2021.

Carroll Financial Associates held 15 shares of Nuveen Credit Strategies Income Fund worth $0 as of Q4 2021.
Carroll Financial Associates left its Nuveen Credit Strategies Income Fund share count unchanged in Q4 2021.
Nuveen Credit Strategies Income Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1783 holding.
Carroll Financial Associates first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and has held it in 12 quarters since.
Carroll Financial Associates's Nuveen Credit Strategies Income Fund position peaked at $20K in Q2 2021.
145 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.