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CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2014
Q1 		– Sell
-29,300
Closed -$285K – 78
2013
Q4 		$285K Hold
29,300
– – 0.07% 74
2013
Q3 		$274K Buy
+29,300
New +$286K 0.07% 74

Other funds holding JQC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JQC Position: Q1 2014 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2014, closing a stake of 29,300 shares — an estimated $285K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JQC in Q3 2013 and held it in 2 quarters. The position peaked at $285K in Q4 2013. 90 funds tracked by Wall St. Rank hold JQC as of Q1 2014.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2014 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 29,300 Nuveen Credit Strategies Income Fund shares in Q1 2014, an estimated $285K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2013 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $285K in Q4 2013.
  • 90 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2014.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2014, filed 11 Apr 2014.