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

Genesis 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
2015
Q2 		$257K Buy
29,900
+25,400
+564% +$227K 0.21% 51
2015
Q1 		$40.7K Buy
+4,500
New +$40.1K 0.03% 213

Other funds holding JQC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Genesis Wealth Advisors's JQC Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Nuveen Credit Strategies Income Fund (JQC) stake by 564% in Q2 2015, buying an estimated $227K and bringing the position to 29,900 shares worth $257K. The position accounts for 0.21% of the portfolio, ranked #51.

Genesis Wealth Advisors first reported a position in JQC in Q1 2015 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold JQC as of Q2 2015.

  • Genesis Wealth Advisors held 29,900 shares of Nuveen Credit Strategies Income Fund worth $257K as of Q2 2015.
  • Genesis Wealth Advisors bought 25,400 Nuveen Credit Strategies Income Fund shares in Q2 2015, an estimated $227K.
  • Nuveen Credit Strategies Income Fund made up 0.21% of Genesis Wealth Advisors's portfolio in Q2 2015, its #51 holding.
  • Genesis Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q1 2015 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.