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

Evercore 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 Q2	–	Sell	-40,925	Closed	-$253K	–	414
2022 Q1	$253K	Hold	40,925	–	–	﹤0.01%	381
2021 Q4	$266K	Hold	40,925	–	–	﹤0.01%	380
2021 Q3	$268K	Hold	40,925	–	–	﹤0.01%	381
2021 Q2	$276K	Hold	40,925	–	–	0.01%	376
2021 Q1	$266K	Sell	40,925 -112,900	-73%	-$725K	0.01%	383
2020 Q4	$974K	Sell	153,825 -22,150	-13%	-$135K	0.02%	219
2020 Q3	$1.04M	Buy	175,975 +25,500	+17%	+$153K	0.03%	193
2020 Q2	$879K	Buy	+150,475	New	+$888K	0.02%	204

Other funds holding JQC

Morgan Stanley New York $1.66T AUM 25.57% 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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

EVM

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

PCM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evercore Wealth Management's JQC Position: Q2 2022 in Review

Evercore Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2022, closing a stake of 40,925 shares — an estimated $253K sold.

Evercore Wealth Management first reported a position in JQC in Q2 2020 and held it in 8 quarters. The position peaked at $1.04M in Q3 2020. 158 funds tracked by Wall St. Rank hold JQC as of Q2 2022.

Evercore Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 40,925 Nuveen Credit Strategies Income Fund shares in Q2 2022, an estimated $253K.
Evercore Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2020 and held it in 8 quarters.
Evercore Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $1.04M in Q3 2020.
158 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.