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Concert Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-28,925
Closed -$258K – 300
2017
Q1 		$258K Hold
28,925
– – 0.06% 390
2016
Q4 		$258K Sell
28,925
-3,793
-12% -$32.3K 0.06% 393
2016
Q3 		$275K Sell
32,718
-2,500
-7% -$20.9K 0.03% 522
2016
Q2 		$282K Buy
35,218
+4,324
+14% +$34.5K 0.04% 486
2016
Q1 		$244K Hold
30,894
– – 0.03% 528
2015
Q4 		$244K Hold
30,894
– – 0.03% 533
2015
Q3 		$245K Buy
30,894
+5
+0% +$42 0.03% 549
2015
Q2 		$267K Buy
30,889
+16
+0.1% +$143 0.03% 545
2015
Q1 		$243K Buy
30,873
+11
+0% +$98 0.07% 347
2014
Q4 		$272K Buy
30,862
+720
+2% +$6.3K 0.04% 483
2014
Q3 		$269K Sell
30,142
-1,786
-6% -$16.2K 0.04% 410
2014
Q2 		$281K Buy
31,928
+16
+0.1% +$150 0.03% 429
2014
Q1 		$302K Sell
31,912
-74
-0.2% -$707 0.04% 403
2013
Q4 		$313K Sell
31,986
-446
-1% -$4.19K 0.04% 363
2013
Q3 		$304K Sell
32,432
-1,943
-6% -$19K 0.04% 366
2013
Q2 		$344K Buy
+34,375
New +$352K 0.05% 302

Other funds holding JQC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's JQC Position: Q2 2017 in Review

Concert Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2017, closing a stake of 28,925 shares — an estimated $258K sold.

Concert Wealth Management first reported a position in JQC in Q2 2013 and held it in 16 quarters. The position peaked at $344K in Q2 2013. 110 funds tracked by Wall St. Rank hold JQC as of Q2 2017.

  • Concert Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 28,925 Nuveen Credit Strategies Income Fund shares in Q2 2017, an estimated $258K.
  • Concert Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $344K in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.