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

Cornerstone 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
2022 Q1	–	Sell	-11,015	Closed	-$72K	–	498
2021 Q4	$72K	Buy	11,015 +239	+2%	+$1.55K	0.01%	496
2021 Q3	$71K	Buy	10,776 +114	+1%	+$743	0.01%	449
2021 Q2	$72K	Buy	10,662 +139	+1%	+$919	0.01%	468
2021 Q1	$68K	Buy	+10,523	New	+$67.6K	0.01%	448

Other funds holding JQC

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

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

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

SIA

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

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

PCM

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

EVM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornerstone Wealth Management's JQC Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2022, closing a stake of 11,015 shares — an estimated $72K sold.

Cornerstone Wealth Management first reported a position in JQC in Q1 2021 and held it in 4 quarters. The position peaked at $72K in Q4 2021. 152 funds tracked by Wall St. Rank hold JQC as of Q1 2022.

Cornerstone Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 11,015 Nuveen Credit Strategies Income Fund shares in Q1 2022, an estimated $72K.
Cornerstone Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2021 and held it in 4 quarters.
Cornerstone Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $72K in Q4 2021.
152 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.