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EverSource Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-594
Closed -$3K – 2589
2023
Q2 		$3K Hold
594
– – ﹤0.01% 1921
2023
Q1 		$3.04K Hold
594
– – ﹤0.01% 1815
2022
Q4 		$3.02K Hold
594
– – ﹤0.01% 1787
2022
Q3 		$3K Buy
+594
New +$3.18K ﹤0.01% 1547

Other funds holding JQC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

EverSource Wealth Advisors's JQC Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2023, closing a stake of 594 shares — an estimated $3K sold.

EverSource Wealth Advisors first reported a position in JQC in Q3 2022 and held it in 4 quarters. The position peaked at $3.04K in Q1 2023. 154 funds tracked by Wall St. Rank hold JQC as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 594 Nuveen Credit Strategies Income Fund shares in Q3 2023, an estimated $3K.
  • EverSource Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $3.04K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.