Financial & Investment Management Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Financial & Investment Management Group’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 Q4	$8.87M	Sell	1,198,082 -119,091	-9%	-$912K	3.23%	5
2018 Q3	$10.5M	Sell	1,317,173 -39,878	-3%	-$317K	3.46%	5
2018 Q2	$10.8M	Sell	1,357,051 -17,535	-1%	-$141K	3.41%	5
2018 Q1	$10.9M	Buy	+1,374,586	New	+$11.1M	3.51%	5
2017 Q1	–	Sell	-294,285	Closed	-$2.6M	–	99
2016 Q4	$2.6M	Sell	294,285 -1,264,590	-81%	-$10.8M	1%	28
2016 Q3	$13.2M	Sell	1,558,875 -17,297	-1%	-$145K	4.33%	2
2016 Q2	$12.7M	Sell	1,576,172 -24,037	-2%	-$192K	3.88%	3
2016 Q1	$12.7M	Buy	1,600,209 +18,786	+1%	+$142K	3.38%	3
2015 Q4	$12.4M	Buy	1,581,423 +349,097	+28%	+$2.74M	3.45%	3
2015 Q3	$9.83M	Buy	1,232,326 +649,071	+111%	+$5.46M	2.74%	9
2015 Q2	$5.02M	Buy	583,255 +4,927	+0.9%	+$44.1K	1.29%	25
2015 Q1	$5.23M	Buy	578,328 +9,763	+2%	+$87.1K	1.28%	27
2014 Q4	$4.99M	Buy	568,565 +98,150	+21%	+$860K	1.32%	26
2014 Q3	$4.2M	Buy	+470,415	New	+$4.27M	1.24%	23

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

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

PMG

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

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

Financial & Investment Management Group's JQC Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 9% in Q4 2018, selling an estimated $912K and leaving 1,198,082 shares worth $8.87M. The position accounts for 3.23% of the portfolio, ranked #5.

Financial & Investment Management Group first reported a position in JQC in Q3 2014 and has held it in 14 quarters since. The position peaked at $13.2M in Q3 2016. 142 funds tracked by Wall St. Rank hold JQC as of Q4 2018.

Financial & Investment Management Group held 1,198,082 shares of Nuveen Credit Strategies Income Fund worth $8.87M as of Q4 2018.
Financial & Investment Management Group sold 119,091 Nuveen Credit Strategies Income Fund shares in Q4 2018, an estimated $912K.
Nuveen Credit Strategies Income Fund made up 3.23% of Financial & Investment Management Group's portfolio in Q4 2018, its #5 holding.
Financial & Investment Management Group first reported a position in Nuveen Credit Strategies Income Fund in Q3 2014 and has held it in 14 quarters since.
Financial & Investment Management Group's Nuveen Credit Strategies Income Fund position peaked at $13.2M in Q3 2016.
142 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.