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

Edge 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
2020 Q3	–	Sell	-34,816	Closed	-$203K	–	536
2020 Q2	$203K	Buy	34,816 +1,584	+5%	+$9.35K	0.04%	138
2020 Q1	$189K	Buy	33,232 +1,238	+4%	+$8.57K	0.04%	140
2019 Q4	$246K	Buy	31,994 +1,304	+4%	+$9.68K	0.05%	135
2019 Q3	$229K	Buy	30,690 +1,200	+4%	+$9.15K	0.05%	130
2019 Q2	$233K	Buy	29,490 +1,130	+4%	+$8.93K	0.05%	132
2019 Q1	$220K	Buy	28,360 +360	+1%	+$2.79K	0.05%	127
2018 Q4	$207K	Sell	28,000 -49,920	-64%	-$382K	0.06%	135
2018 Q3	$621K	Buy	77,920 +107	+0.1%	+$850	0.15%	83
2018 Q2	$619K	Sell	77,813 -13,884	-15%	-$112K	0.16%	83
2018 Q1	$728K	Sell	91,697 -33,042	-26%	-$267K	0.19%	72
2017 Q4	$1.02M	Sell	124,739 -44,013	-26%	-$364K	0.29%	53
2017 Q3	$1.43M	Buy	168,752 +46,066	+38%	+$391K	0.43%	41
2017 Q2	$1.05M	Buy	122,686 +25,437	+26%	+$222K	0.33%	50
2017 Q1	$846K	Sell	97,249 -282	-0.3%	-$2.49K	0.29%	52
2016 Q4	$862K	Sell	97,531 -10,866	-10%	-$92.6K	0.33%	57
2016 Q3	$749K	Sell	108,397 -3,185	-3%	-$26.6K	0.32%	56
2016 Q2	$904K	Buy	111,582 +92,057	+471%	+$734K	0.38%	47
2016 Q1	$154K	Buy	19,525 +13,000	+199%	+$98.4K	0.07%	110
2015 Q4	$51K	Buy	6,525 +4,525	+226%	+$35.5K	0.02%	186
2015 Q3	$16K	Sell	2,000 -2,000	-50%	-$16.8K	0.01%	253
2015 Q2	$34K	Hold	4,000	–	–	0.01%	214
2015 Q1	$36K	Hold	4,000	–	–	0.01%	213
2014 Q4	$35K	Hold	4,000	–	–	0.01%	222
2014 Q3	$36K	Hold	4,000	–	–	0.01%	218
2014 Q2	$37K	Buy	+4,000	New	+$37.4K	0.02%	201

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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

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

EVM

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

Edge Wealth Management's JQC Position: Q3 2020 in Review

Edge Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2020, closing a stake of 34,816 shares — an estimated $203K sold.

Edge Wealth Management first reported a position in JQC in Q2 2014 and held it in 25 quarters. The position peaked at $1.43M in Q3 2017. 129 funds tracked by Wall St. Rank hold JQC as of Q3 2020.

Edge Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 34,816 Nuveen Credit Strategies Income Fund shares in Q3 2020, an estimated $203K.
Edge Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2014 and held it in 25 quarters.
Edge Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $1.43M in Q3 2017.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.