Clarus Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Clarus 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
2020 Q2	–	Sell	-11,482	Closed	-$63K	–	141
2020 Q1	$63K	Buy	11,482 +173	+2%	+$1.2K	0.06%	113
2019 Q4	$87K	Buy	+11,309	New	+$84K	0.06%	138
2019 Q3	–	Sell	-11,449	Closed	-$91K	–	370
2019 Q2	$91K	Sell	11,449 -1,978	-15%	-$15.6K	0.07%	206
2019 Q1	$104K	Buy	13,427 +1,588	+13%	+$12.3K	0.08%	185
2018 Q4	$88K	Hold	11,839	–	–	0.14%	187
2018 Q3	$94K	Sell	11,839 -4,027	-25%	-$32K	0.06%	215
2018 Q2	$126K	Hold	15,866	–	–	0.1%	170
2018 Q1	$126K	Buy	15,866 +1,449	+10%	+$11.7K	0.12%	119
2017 Q4	$119K	Buy	+14,417	New	+$119K	0.11%	118

Other funds holding JQC

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SIA

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

EVM

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

PCM

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

Clarus Wealth Advisors's JQC Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2020, closing a stake of 11,482 shares — an estimated $63K sold.

Clarus Wealth Advisors first reported a position in JQC in Q4 2017 and held it in 9 quarters. The position peaked at $126K in Q2 2018. 129 funds tracked by Wall St. Rank hold JQC as of Q2 2020.

Clarus Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 11,482 Nuveen Credit Strategies Income Fund shares in Q2 2020, an estimated $63K.
Clarus Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q4 2017 and held it in 9 quarters.
Clarus Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $126K in Q2 2018.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.