Coe Capital Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Coe Capital Management’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
2019 Q4	–	Sell	-36,000	Closed	-$269K	–	76
2019 Q3	$269K	Hold	36,000	–	–	0.3%	77
2019 Q2	$285K	Hold	36,000	–	–	0.32%	78
2019 Q1	$278K	Hold	36,000	–	–	0.32%	77
2018 Q4	$266K	Hold	36,000	–	–	0.33%	74
2018 Q3	$287K	Hold	36,000	–	–	0.28%	72
2018 Q2	$286K	Hold	36,000	–	–	0.32%	75
2018 Q1	$286K	Hold	36,000	–	–	0.31%	77
2017 Q4	$296K	Hold	36,000	–	–	0.31%	75
2017 Q3	$306K	Hold	36,000	–	–	0.32%	78
2017 Q2	$310K	Hold	36,000	–	–	0.35%	73
2017 Q1	$313K	Hold	36,000	–	–	0.38%	74
2016 Q4	$319K	Hold	36,000	–	–	0.41%	73
2016 Q3	$305K	Hold	36,000	–	–	0.1%	192
2016 Q2	$291K	Hold	36,000	–	–	0.1%	195
2016 Q1	$285K	Hold	36,000	–	–	0.09%	198
2015 Q4	$282K	Hold	36,000	–	–	0.11%	179
2015 Q3	$287K	Sell	36,000 -1,250	-3%	-$10.5K	0.11%	171
2015 Q2	$321K	Hold	37,250	–	–	0.12%	192
2015 Q1	$337K	Hold	37,250	–	–	0.14%	172
2014 Q4	$327K	Hold	37,250	–	–	0.1%	199
2014 Q3	$333K	Hold	37,250	–	–	0.12%	173
2014 Q2	$349K	Hold	37,250	–	–	0.12%	171
2014 Q1	$354K	Hold	37,250	–	–	0.1%	198
2013 Q4	$362K	Hold	37,250	–	–	0.13%	167
2013 Q3	$348K	Hold	37,250	–	–	0.23%	87
2013 Q2	$372K	Buy	+37,250	New	+$382K	0.14%	159

Other funds holding JQC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SCM

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

SIA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Coe Capital Management's JQC Position: Q4 2019 in Review

Coe Capital Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2019, closing a stake of 36,000 shares — an estimated $269K sold.

Coe Capital Management first reported a position in JQC in Q2 2013 and held it in 26 quarters. The position peaked at $372K in Q2 2013. 139 funds tracked by Wall St. Rank hold JQC as of Q4 2019.

Coe Capital Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2019 after selling out during the quarter.
Coe Capital Management sold 36,000 Nuveen Credit Strategies Income Fund shares in Q4 2019, an estimated $269K.
Coe Capital Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 26 quarters.
Coe Capital Management's Nuveen Credit Strategies Income Fund position peaked at $372K in Q2 2013.
139 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2019.

Based on Coe Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.