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

Dynasty 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
2018 Q3	–	Sell	-10,066	Closed	-$80K	–	130
2018 Q2	$80K	Sell	10,066 -16,079	-61%	-$129K	0.17%	72
2018 Q1	$208K	Buy	26,145 +10,066	+63%	+$81.4K	0.09%	60
2017 Q4	$132K	Buy	+16,079	New	+$133K	0.23%	93

Other funds holding JQC

SCM

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

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

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

PMG

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

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

PPA

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

Dynasty Wealth Management's JQC Position: Q3 2018 in Review

Dynasty Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2018, closing a stake of 10,066 shares — an estimated $80K sold.

Dynasty Wealth Management first reported a position in JQC in Q4 2017 and held it in 3 quarters. The position peaked at $208K in Q1 2018. 126 funds tracked by Wall St. Rank hold JQC as of Q3 2018.

Dynasty Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2018 after selling out during the quarter.
Dynasty Wealth Management sold 10,066 Nuveen Credit Strategies Income Fund shares in Q3 2018, an estimated $80K.
Dynasty Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2017 and held it in 3 quarters.
Dynasty Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $208K in Q1 2018.
126 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2018.

Based on Dynasty Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.