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Center for Financial Planning’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Center for Financial Planning’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
-2,000
Closed -$14K – 512
2021
Q2 		$14K Hold
2,000
– – ﹤0.01% 335
2021
Q1 		$13K Hold
2,000
– – ﹤0.01% 353
2020
Q4 		$13K Hold
2,000
– – ﹤0.01% 322
2020
Q3 		$12K Hold
2,000
– – ﹤0.01% 297
2020
Q2 		$12K Hold
2,000
– – ﹤0.01% 300
2020
Q1 		$11K Buy
+2,000
New +$13.8K ﹤0.01% 309

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OHA
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RCM
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Morgan Stanley
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Invesco
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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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Center for Financial Planning's JQC Position: Q3 2021 in Review

Center for Financial Planning sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2021, closing a stake of 2,000 shares — an estimated $14K sold.

Center for Financial Planning first reported a position in JQC in Q1 2020 and held it in 6 quarters. The position peaked at $14K in Q2 2021. 129 funds tracked by Wall St. Rank hold JQC as of Q3 2021.

  • Center for Financial Planning reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2021 after selling out during the quarter.
  • Center for Financial Planning sold 2,000 Nuveen Credit Strategies Income Fund shares in Q3 2021, an estimated $14K.
  • Center for Financial Planning first reported a position in Nuveen Credit Strategies Income Fund in Q1 2020 and held it in 6 quarters.
  • Center for Financial Planning's Nuveen Credit Strategies Income Fund position peaked at $14K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.