Evanson Asset Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Evanson Asset 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
2016 Q1	–	Sell	-14,799	Closed	-$116K	–	205
2015 Q4	$116K	Hold	14,799	–	–	0.04%	188
2015 Q3	$118K	Hold	14,799	–	–	0.04%	190
2015 Q2	$127K	Hold	14,799	–	–	0.04%	201
2015 Q1	$134K	Hold	14,799	–	–	0.05%	186
2014 Q4	$130K	Buy	+14,799	New	+$130K	0.05%	180

Other funds holding JQC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RCA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Evanson Asset Management's JQC Position: Q1 2016 in Review

Evanson Asset Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2016, closing a stake of 14,799 shares — an estimated $116K sold.

Evanson Asset Management first reported a position in JQC in Q4 2014 and held it in 5 quarters. The position peaked at $134K in Q1 2015. 120 funds tracked by Wall St. Rank hold JQC as of Q1 2016.

Evanson Asset Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2016 after selling out during the quarter.
Evanson Asset Management sold 14,799 Nuveen Credit Strategies Income Fund shares in Q1 2016, an estimated $116K.
Evanson Asset Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2014 and held it in 5 quarters.
Evanson Asset Management's Nuveen Credit Strategies Income Fund position peaked at $134K in Q1 2015.
120 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2016.

Based on Evanson Asset Management's 13F filing for Q1 2016, filed 9 May 2016.